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Categories Automation
Created by Guest
Created on Mar 4, 2025

Allowing for Automating Process within an Opportunity

I have used another CRM "Mercury" which was in a different industry and it was heavily customisable to be able to Automate workflow and processes.

It would be great if in Prospect you could Automate a workflow eg, when an opportunity is moved to the next status eg Quote to Deal Won, this would then automate follow up tasks, emails outs, text messages etc etc.


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