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Update CRM opportunity when a learner withdraws enrollment

Update CRM opportunity when a learner withdraws enrollment

Your unenrollments leave CRM opportunities stale, causing reps to miss needed outreach. Update opportunity records so reps can respond to withdrawals the same day.

Update CRM opportunity when a learner withdraws enrollment

Overview

Unenrollments frequently leave opportunities out of date, hiding churn and blocking timely outreach. This flow logs withdrawals and creates or updates Course / Contact / Opportunity records so reps and coordinators see accurate pipeline status the same day.

Update CRM opportunity when a learner withdraws enrollment