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Create new deal in pipeline, find user, and add follow-up note in Pipedrive

Create new deal in pipeline, find user, and add follow-up note in Pipedrive

Create new deals in your Pipedrive pipeline when wholesale deals are marked as won. Transfer relevant user and deal information while adding follow-up notes for improved tracking and engagement.

Create new deal in pipeline, find user, and add follow-up note in Pipedrive

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Overview

Create new deals in your Pipedrive pipeline when wholesale deals are marked as won. Transfer relevant user and deal information while adding follow-up notes for improved tracking and engagement.

Create new deal in pipeline, find user, and add follow-up note in Pipedrive