Kelsey_R

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Kelsey Ratliff

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Kelsey_R on June 14, 2021

Automating Company Lifecycle Stages (Customer, Opportunity) based on multiple Deals

Our organization only uses the Customer and Opportunity Lifecycle Stages. Our team hasn't been consistent about updating these when a contract ends, or an opportunity closes out (won or lost). I have attempted to set up Workflows to automate this p read more

Reply Discussion Deals Professional Workaround Workflows

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