Tag and flag recurring status for new deal records

Your new deals lack a clear recurrence flag, leaving renewals unprioritized and handoffs inconsistent. Automatically flag recurring deals so account managers get routing and follow-up within minutes.

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Overview

When new deals arrive without a clear recurrence marker, renewals slip and account teams expend time chasing context. This sub-workflow detects recurring deals and returns a ready flag so downstream automations or reps can route renewals and begin outreach within minutes.