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Create sales follow-up deal from updated waiver row

Create sales follow-up deal from updated waiver row

Your unprocessed friend waiver rows leave prospects cold before their trial class. Create tracked deals and scheduled follow-ups so coordinators contact them same day.

Create sales follow-up deal from updated waiver row

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Overview

When waiver rows sit idle, coordinators lose outreach momentum and trial attendees go cold. This flow creates a deal, schedules follow-up, and updates marketing records so program coordinators can contact prospects same day.

Create sales follow-up deal from updated waiver row