Update retreat deal with parsed location dates and details
Update retreat deal with parsed location dates and details
Your retreat application submissions miss structured deal fields, leaving reviewers without location, dates, or payment links. It gathers applicant info into CRM and sheet for same-day review.
Overview
When full retreat applications arrive, reviewers need parsed location, dates, and payment links immediately or follow-up stalls. This flow turns each submission into a structured deal record, logs it for ops, and notifies reviewers so applications are review-ready same day.