Templates for Notes in CRM
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Submitted by
wilkins
on
04-18-2017
01:30
We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling to view all info in the left-hand banner and those fields are not formattable.
We have access to pinning of notes through the beta (very valuable) and I'd love to pin this template to the top of every deal.
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