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  6. What happens when an opportunity reaches the “WON” stage in the CRM module?

What happens when an opportunity reaches the “WON” stage in the CRM module?

When the Opportunity Stage is set to “WON”, the system automatically converts the opportunity into a client. The record is then moved to the Client Module, where all client-specific details are accessible. This automated process ensures a smooth transition from the opportunity to the client, saving time and maintaining data integrity across modules.