Update deal stage after documentation request email is sent
Update deal stage after documentation request email is sent
Your enrollment deal records can stay in an old pipeline after you send documentation-request emails, causing coordinators to miss follow-up. It centralizes status so coordinators can act same day.
Overview
When your team sends a documentation-request email, this workflow moves the enrollment deal to the correct pipeline stage and flags paperwork as requested, removing manual updates. Coordinators get accurate status and can act same day, avoiding missed follow-ups.