For IT: Keep cohort deal lookup accurate after stage changes

IT admins lose contact links when deals change stage, blocking outreach. It appends contact and deal info to the cohort lookup when deals hit eligible stages, so program staff start outreach faster.

Overview

Missed contact-to-deal associations leave program managers unable to follow up and skew cohort reporting. This workflow ensures eligible deals write contact and deal info into a single cohort lookup, eliminating manual reconciliation and delivering zero missed follow-ups so outreach can begin quickly.

Notable Features

Capture contact and deal details
Add new entries to cohort lookup
Notify program managers of additions