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Update enrolment tracker from deal updates and adds

Update enrolment tracker from deal updates and adds

Deal changes leave your enrolment tracker out of sync, breaking campaign segments and handoffs. The workflow keeps the tracker current so marketing ops and program coordinators can act same day.

Update enrolment tracker from deal updates and adds

Overview

Deal updates often leave your enrolment tracker stale, which breaks segmentation and delays program handoffs. This flow keeps the tracker current and enriches rows with contact details so marketing ops and program coordinators can act same day.

Update enrolment tracker from deal updates and adds