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Update opportunity status and create follow up task in Close

Update opportunity status and create follow up task in Close

Update your opportunities in Close when marked as purchased, setting the current date and time, and create a follow-up task for the assigned user. This ensures timely follow-ups and keeps your sales process organized.

Update opportunity status and create follow up task in Close

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Overview

Update your opportunities in Close when marked as purchased, setting the current date and time, and create a follow-up task for the assigned user. This ensures timely follow-ups and keeps your sales process organized.

Update opportunity status and create follow up task in Close