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Created by Guest
Created on Jul 22, 2022

Filter out 'Closed' companies on the 'Needs Engagement' report

Companies that have shut down are still being recognised on the CRM as companies that 'need engagement' which isn't really necessary. If you delete the company from the CRM it won't show up anymore, however it would be good to have an option to filter out companies that are marked as 'Closed' so that this can be avoided.

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