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CRM Idea Center
Status Released
Categories Calendar & Events
Created by Guest
Created on Jun 2, 2023

Able to have pre made information typed in notes.

for me and my company, everything my boss asks for is:


Action:


Result:


Follow up:


It would be extremely time saving if I could go into settings and add a pre-made text for all of my accounts I add. This would guarantee I have everything entered every time.

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