MBeers

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Michael Beers

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MBeers on December 08, 2022

Pinned Notes

Why is it when a note is pinned to a deal it disappears from the Notes tab?

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MBeers on March 16, 2022

Creating a Yes No checkbox or dropdown inside workflows

Hello, Sorry if this is the wrong forum to ask this question. I'm trying to make a workflow and I need a way for some of my employees to be able to select yes or no from a dropdown menu or checkbox. Is this possible to do inside of workflow read more

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