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RHaddad2
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Member since ‎Apr 25, 2023
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Renee Haddad

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RHaddad2 on April 25, 2023
Documents Tab in CRM
Add a documents section within the accounts in CRM, where we can attach important documents like contracts and NDAs in easily referenceable sections. Right now the only option is an attachments tab that has every attachment from every email and the read more
Reply Idea Sales Documents
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