Create Task on Deal Stage Change
Creates a high-priority task for the deal owner to prepare for a meeting when the deal stage changes to "Appointment Scheduled."
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Trigger enrollment for deals
When this happens
Group 1
Deal stage is any of Appointment Scheduled
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1. Branch
Check branches in order: Company Description is unknown and Company Description is known.
2 branches — click to see paths
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End
Description
Creates a high-priority task for the deal owner to prepare for a meeting when the deal stage changes to "Appointment Scheduled," updating company info if missing.
Categories
DealsNotifications
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