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Automation of workflows based on Opportunity Stages

It would be nice to have a workflow automation that is based on an Opp Stage. We are an RIA, and it would be great to have the account opening workflow automatically started when an Opportunity is, for example, in Stage 4.

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Melanie Rhooms shared this idea  ·   ·  Report…  ·  Admin →
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Redtail CRM: Automations

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