Distribute sales pipeline results

Pull all CRM pipeline data and automatically divide up the records by owner. Send each owner their own personalized report and analysis on a regular interval.

Workflow steps in Catalytic

Upload Excel data

1

Filter the spreadsheet per unique owner

2

Send a custom report to each record owner

3

Send a confirmation email to the process owner

4

Tagged:

customer ops

data processing

tasks forms

integration

Created by: Catalytic

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