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Create pipeline deals from incoming scheduled job emails

Create pipeline deals from incoming scheduled job emails

Your scheduled job emails sit unlogged and delay engagement setup and invoicing. Capture them as CRM deals so engagement managers and billing staff can act same day.

Create pipeline deals from incoming scheduled job emails

Overview

When scheduled job emails arrive, new client engagements can slip through and delay invoicing. This flow turns those emails into visible CRM deals so engagement managers and billing staff can act on new work same day.

Create pipeline deals from incoming scheduled job emails