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Rochelleann
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Rochelle Sanderson

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Rochelleann on May 05, 2025
Advice on updating Service pipeline when company has upgrade and renewal deals
I am currently building a workflow that creates a Service record for all new Customers when their associated deal is "Closed Won" or the lifecycle stage is "Customer" so that my CSM's have a pipeline to track all of the customer Onboardings. My issu read more
Reply Discussion Best Practices Service Workflows
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