Create folder, copy template file, and send notification email when lead status changes to customer
Create folder, copy template file, and send notification email when lead status changes to customer
Create a new folder in Google Drive and copy a template file when a lead's status changes to customer in Close. Send a notification email via Gmail to keep your team informed, ensuring faster onboarding and improved organization.
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Overview
Create a new folder in Google Drive and copy a template file when a lead's status changes to customer in Close. Send a notification email via Gmail to keep your team informed, ensuring faster onboarding and improved organization.