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Create screening records when deal stage changes to screening

Create screening records when deal stage changes to screening

Your deals' screening flags don't create intake rows, leaving coordinators without appointment context. It creates standardized screening records for each flagged deal so coordinators can confirm same day.

Create screening records when deal stage changes to screening

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Overview

Deals that move into screening frequently arrive without structured intake context, forcing coordinators to hunt for appointment details and delaying prep; this workflow captures every flagged deal into a central intake table automatically. That delivers standardized screening records within minutes so intake coordinators can confirm and prepare same day.

Create screening records when deal stage changes to screening