Opportunity Advance Bot
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What is the Opportunity Advance Bot?
Move all opportunities associated with a contact to the designated stage.
Give an example of where this would be useful? What does this look like? What are opportunities?
How Folks Are Using the Opportunity Advance Bot
Move Contacts ForwardAutomatically advance the contact through opportunity stages based on action they take. (i.e. Call Outcome from the Integrated Dialer)
What does this mean? Give a more specific example.
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