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HHeigel
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Henrik Heigel

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kbialy on January 29, 2018
Ability to create lists and workflows from Document views
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
Reply Idea Sales Documents
288 upvotes
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HHeigel
Member
May 11, 2022
I am very much needing this feature ASAP. Why is it still not availible after 5 years of being requested? This would be great for working with custom...read more
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