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Create sales push record from energy enrollment notifications

Create sales push record from energy enrollment notifications

You get enrollment notifications without a sales push record, leaving program coordinators unable to track outreach. So outreach can start same day, the workflow creates the missing sales push entry.

Create sales push record from energy enrollment notifications

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Overview

When qualifying enrollments arrive, missing status records slow outreach and create manual work for program coordinators. This flow standardizes and enriches the enrollment data and creates the sales push entry so outreach can begin the same day, reducing handoffs and reconciliation.

Create sales push record from energy enrollment notifications