Move deal to phase two and email applicant
Move deal to phase two and email applicant
You receive form entries for trademark requests that don't update CRM deal stages, leaving account managers without status. The flow advances the deal, logs the request, and emails the applicant same day.
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Overview
When form responses don't move deals forward, pipeline accuracy drops and account managers can't prioritize work. This flow advances the deal, logs the change, and sends the applicant a confirmation so your team and clients see the updated status same day.