👤 Deal enrollment trigger
Enroll on deal stage change (D1 Discovery → D7 Closed Lost). One source-of-truth sync across deal, company, and contact records.
⚙ 1. Copy deal infoActions ▾
Sync stage data → company record (discovery notes, proposal, amount, closed-lost reason)
⚙ 2. Update lifecycleActions ▾
Lead status + lifecycle per stage (SQL → Opportunity → Customer / Lost)
⚙ 3. Stamp dateActions ▾
Set 'Latest Deal Stage Change Date'
⌛ 4. DelayActions ▾
Stage-specific window (7–14 days)
⚙ 5. If/then branchActions ▾
Branch on Last Activity Date
No activity in window
☑ Create taskActions ▾
Sales team to follow up
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Recent activity
⚙ Re-enrollActions ▾
Continue monitoring
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