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  1. Customer Automation
  2. Customer Notifications
  3. New customer alerts

Notify the team when a new customer is added to the system

Automatically notifying your team when a new customer is added ensures everyone stays aligned on incoming opportunities and accelerates follow-up actions. By centralizing alerts, you eliminate manual monitoring and reduce the risk of missed leads, keeping your pipeline fresh and active. This seamless process enhances responsiveness, strengthens internal collaboration, and drives customer satisfaction from day one.

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