Create new deal for renewal in Pipedrive when deal matches filter, and find user
Create new deal for renewal in Pipedrive when deal matches filter, and find user
Create new deals for renewals in Pipedrive when existing deals match specific filters. This initiates the renewal process, ensuring timely follow-ups and improved sales efficiency.
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Overview
Create new deals for renewals in Pipedrive when existing deals match specific filters. This initiates the renewal process, ensuring timely follow-ups and improved sales efficiency.