When previous and current sales data is uploaded, the workflow will compare sales opportunities for any changes over the last week and send a report so you can quickly identify which opportunities are stale, closed or lost.
Intake two similar datasets
Compare datasets against each other
Bucket results into unique or changed values
Send comparison results via email
Tagged:
customer ops
document assembly
data processing
Created by: Catalytic
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Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.
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