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Tag clients, update opportunities, and notify team in Slack

Tag clients, update opportunities, and notify team in Slack

Tag your clients in Simplero to manage cancellations, update their opportunity status in LeadConnector, add a tag in Kit, and notify your team via Slack. This process ensures clear communication and efficient handling of cancellations.

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Overview

Tag your clients in Simplero to manage cancellations, update their opportunity status in LeadConnector, add a tag in Kit, and notify your team via Slack. This process ensures clear communication and efficient handling of cancellations.

Tag clients, update opportunities, and notify team in Slack

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