Notify team when deal enters new stage, create note, find contact, and send email to client
Notify team when deal enters new stage, create note, find contact, and send email to client
Notify relevant parties when a deal enters a new stage, create a note with important details, find the associated contact, and send a congratulatory email via Gmail about their completed certification for richer client engagement.
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Overview
Notify relevant parties when a deal enters a new stage, create a note with important details, find the associated contact, and send a congratulatory email via Gmail about their completed certification for richer client engagement.