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  1. Workflow Automation
  2. Workflow Management
  3. Opportunity status alerts

Trigger actions and manage opportunities based on status changes

This automation category streamlines opportunity management by triggering actions based on status updates and ensuring stakeholders stay informed throughout the sales process. It delivers real-time notifications when opportunities change, automates status synchronization across platforms, and reduces manual data entry errors. Users gain visibility into deal progression, accelerate response times, and maintain consistent records to drive more effective sales execution.

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