Update won deals with enrollment tags and values
Update won deals with enrollment tags and values
Deals from institutional emails lack enrollment context, leaving ops and reps unable to confirm billing. The workflow tags and marks those deals so billing and reporting stay accurate same day.
Overview
When institutional opportunities arrive without enrollment context, billing and reporting stall and reps waste time chasing details. This flow automatically enriches those deals and advances them to won so revenue operations and billing can act on accurate records same day.