Be able to use workflows to trigger client account creation and assign packages.
For example, Deal is Closed Won → Create client account → Assign xyz package.
Please, thanks!! ❤
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In Review
💡 Feature Request
Over 1 year ago
Lica Wouters
Get notified by email when there are changes.
In Review
💡 Feature Request
Over 1 year ago
Lica Wouters
Get notified by email when there are changes.