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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Comentários
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Thank you to all who took the time to answer my question. I discovered that the email alerts won't send out if the lead is flipped to a prospect through creating an opportunity, but it will if you flip it directly on the customer record. I decided on a scheduled email alert, which appears to have worked as intended. Doubly…