Set follow-up date on deals from training session
Set follow-up date on deals from training session
Training session dates on deals often arrive without a follow-up date, leaving reps unprepared for onboarding outreach. This writes a 30-day follow-up into the deal same day.
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Overview
Training session dates landing on deals without a next-step leave reps scrambling and delay onboarding outreach. This flow calculates and writes a 30-day follow-up into the deal record immediately, giving reps a clear next step and ensuring outreach is scheduled same day.