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Auto-Archive Closed Opportunities Based on Custom Rules in Salesforce
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Auto-Archive Closed Opportunities Based on Custom Rules in Salesforce
“That deal closed three years ago. Why is it still clogging your Salesforce org?” Let’s face it: if you’ve been using Salesforce for even just a few years, you’re sitting on a mountain of historical sales data. Thousands of Closed Won and Closed Lost Opportunities are likely sitting untouched in your CRM. These records aren’t helping your sales team close more deals… Source
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