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  1. Team Automation
  2. Team Updates
  3. Instant team alerts

Notify team members about new opportunities and client updates

Automate real-time alerts to your team whenever important opportunities or client updates occur, ensuring everyone stays aligned and informed without manual checks. This workflow eliminates gaps in communication by instantly delivering critical status changes and updates through preferred notification channels. By centralizing alerts, teams can act swiftly on new leads, changes in opportunity values, and client status updates, boosting responsiveness and collaboration.

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