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Created by Guest
Created on Jan 11, 2016

Create yourself as part of CRM trial sign up

When running through the trial, it would be great if the process could take your company and contact details and create a record with their details in the customers CRM, with a particular company type to help distinguish that it is not a customer or supplier. 

  • ADMIN RESPONSE
    Jan 26, 2022

    This is a good idea and one we will look at implementing.

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