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MJZook
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Member since ‎Dec 30, 2019
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MJZook on December 30, 2019
Duplicate Deals/Link Deals
I would like to bring up the idea to link deals or duplicate from one pipeline to another pipeline to trigger the workflow in the other pipeline. All notes, tasks, contacts, etc are duplicated into the other pipeline. Example: A deal that is in read more
Reply Idea Deals Workflows
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