For training providers: flag incomplete deals before proposals

Ops coordinators in training miss required deal fields, causing incomplete proposals and lost enrollments. It flags missing country, currency, or contact email so reps fix records before proposals.

Overview

Training firms risk lost enrollments when proposals are generated from incomplete deals. This workflow forces required fields to be completed by posting attention notes and blocking proposal steps until reps fix records, reducing rework and enabling faster handoffs.

Notable Features

Check required fields on change
Post attention note on deal
Block proposal step until corrected