Update follow-up status for deals in review to assign

When deals enter review in your CRM, follow-up rows can stay unassigned and stall project intake. You get assignment-ready follow-up entries visible to project managers within minutes.

Overview

Deals that reach review often stall because follow-up rows aren't updated, delaying project intake and resourcing. This flow ensures follow-up records are marked assignment-ready and seeded for projects, so program coordinators can pick up work within minutes and avoid planning churn.