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Categories CRM App
Created by Guest
Created on Feb 8, 2023

Display Company Type Colour in Save To CRM

If you were to have the two company records in the CRM with the same name - e.g. A Customer / Supplier Record - when saving emails in via Save to CRM it is tricky to know which is which.

the attached screen show an example with how company type colours could help tell the difference.

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