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referagig
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sskurdah on August 19, 2017
Win/Loss Workflow
Hi there - I am trying to build a workflow where, when a deal is moved into the 'Closed Lost' stage, an email is automatically sent out to the contact on the lost deal with a survey. A few questions: 1. When building the workflow, wou read more
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referagig
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December 14, 2018
Hello, did you ever get this workflow created? We are looking to do the same thing and it would be great to hear how you did it!
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