Update deal course expiry date based on created date
Update deal course expiry date based on created date
Your deals lack expiry dates when course length changes, leaving campaign windows unclear and prospects unengaged. It ensures deals get a calculated expiry so campaigns run on schedule within minutes.
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Overview
Course-length changes frequently leave deal records without expiry dates, which causes mistimed lifecycle campaigns and manual fixes. This workflow calculates and writes a course expiry to the deal record so campaign managers have accurate windows and campaigns run on schedule within minutes.