Modifying a number of opportunities in a customer relationship management (CRM) system
Abstract:
Modifying a number of opportunities in a customer relationship management (CRM) system includes obtaining, from a CRM system, a number of opportunities, the opportunities representing a complex record structure in the CRM system, in which each of the opportunities captures a number of fields of metadata, comparing the metadata associated with the opportunities with a number of archived opportunity templates to create a comparison, analyzing the comparison to identify a number of patterns for the opportunities, and modifying, based on the number of patterns for the opportunities, the opportunities to create at least one new opportunity.
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