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CRM / Grow

Tasting follow-up

Draft
When Appointment completed · Wholesale tasting · CRM · owned by Marcus Reed · updated Oct 6, 2026

Draft

Activate it to start a run every time “Appointment completed · Wholesale tasting” happens.

After a wholesale tasting, sends a thank-you with the proposal and reminds Marcus to follow up.

Runs inCRM

Select a step to see who is there.