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Categories CRM App
Created by Guest
Created on Aug 9, 2021

A Visits function

I need to be able to log visits against accounts. i.e an Account Manager goes into a customer didn't speak to the DMC but someone else and we need the ability to add notes to the account as there may have been some agreed action points. These would not be an opportuinity as is used more for auditing process of an account

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