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Status Good idea awaiting more votes
Categories CRM App
Created by Guest
Created on Oct 31, 2023

automatically create an opportunities for new customer (to make sure they are onboarded and repeat order)

Once a sale is made, the customer is in the state "New Customer" and we add them to an opportunity pipeline to guide them to welcome, check-in, push for second order, check in and get photos, push for third order - lather rinse repeat until customer is a champion.

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