Update preceptor deal when first student deal is lost
Update preceptor deal when first student deal is lost
When a student's deal is lost before paperwork, your related preceptor deal can remain outdated and recruiters lack context. Update the preceptor deal and notify owners so follow-up happens same day.
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Overview
When a student's deal is lost before paperwork, related preceptor deals often stay stale and recruiters miss timely follow-up. This flow updates the preceptor deal and notifies the assigned owner so sales ops and recruiters can respond the same day.