IT: keep cohort deal lookup accurate for eligible new deals

IT misses contacts when deals switch to eligible new, leaving cohort lookup incomplete. Copy contact and deal fields into the cohort lookup so operations begin onboarding with complete records.

Overview

Missing contacts during cohort onboarding create manual rework and disrupt participant starts. This workflow ensures contact and deal details land in the cohort lookup so operations coordinators begin onboarding with complete records, cutting down on missed entries and manual fixes.

Notable Features

Copy contact and deal fields
Prevent missing cohort lookup rows
Notify operations of failed copies