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Sending Proposals & Contracts through the Sales Center!


OnboarderNik
116 Points
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Posts: 10
Topic starter
Joined: 1 year ago

Good afternoon Newdastians,

Probably my latest and favorite development within our Sales CRM, aka, Sales & Success Center, is the ability to send proposals & contracts from your book of Business.

I uncover these steps in this Loom Video!

Please let us know what you think, and please leave a comment below!

Happy Selling!