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PankajSharma
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PankajSharma on January 17, 2023
Having a template body for writing NOTES
Hi Team, Can we have a templated formated for NOTES when you go to a DEALS/CONTACTS and click on CREATE NOTE, so that when a use comes and clicks on it, he/she just needs to fill in the information. for example like below: Spoken to(mother/fath read more
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0 upvote
5 Replies
PankajSharma
Member
January 17, 2023
Are these available on non paid seats?
Solved
PankajSharma on January 17, 2023
Having a template body for writing NOTES
Hi Team, Can we have a templated formated for NOTES when you go to a DEALS/CONTACTS and click on CREATE NOTE, so that when a use comes and clicks on it, he/she just needs to fill in the information. for example like below: Spoken to(mother/fath read more
Reply Discussion Starter
0 upvote
5 Replies
PankajSharma
Member
January 17, 2023
Are these available on non paid seats?
Solved
PankajSharma on January 17, 2023
Having a template body for writing NOTES
Hi Team, Can we have a templated formated for NOTES when you go to a DEALS/CONTACTS and click on CREATE NOTE, so that when a use comes and clicks on it, he/she just needs to fill in the information. for example like below: Spoken to(mother/fath read more
Reply Discussion Starter
0 upvote
5 Replies
PankajSharma
Member
January 17, 2023
Are these available on non paid seats?
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