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LOrr3
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LOrr3
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June 20, 2024
Reply to Automate meeting outcome based on Deal progression
A bummer, but thank you for the help!
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LOrr3 on June 19, 2024
Automate meeting outcome based on Deal progression
I'm looking to automate meeting outcome based on changes in Deal stage. For example, IF Deal Stage = Demo Held, make the meeting outcome Completed. Is there a way to do this?
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