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BRose8
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Member since ‎Sep 25, 2023
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Beth Rose

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BRose8
Member
November 06, 2023
Reply to Prospecting Tool - Adding Queues
Agreed. For example, I have a task queue that's just for deals in the proposal stage. Those are my highest priority, and I rely on that queue to atta...read more
BRose8
Member
September 25, 2023
Reply to Adding Files and Images to Quotes
@dnelson - The link you provided is for customizing quote templates. That's helpful, but we also need to be able to customize the actual quote. Our...read more
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