Update Freshsales Suite deals with notes when deal stages change in Follow Up Boss
Effortlessly track deal progress by adding a note in Freshsales Suite whenever a deal stage is updated in Follow Up Boss. This workflow helps you stay organized and ensures your sales team is always in the loop about important changes to deal statuses. Enhance your sales productivity and streamline your workflow with this simple yet effective automation.
Effortlessly track deal progress by adding a note in Freshsales Suite whenever a deal stage is updated in Follow Up Boss. This workflow helps you stay organized and ensures your sales team is always in the loop about important changes to deal statuses. Enhance your sales productivity and streamline your workflow with this simple yet effective automation.
- When this happens...Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
- automatically do this!Add Note to Deal
Adds a note to a deal.
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