automatic query and mark done

neomuckel

Is it possible if I mark a meeting as completed to get a query with a preselection and depending on the selection, the deal is pushed to the next phase or rejected?

Amit Sarda (AmitSarda.xyz)

This is something you can automate using Pipedrive automation.

If you have any other questions or need help, please book a call.

Best,
Amit Sarda
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