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Categories CRM App
Created by Guest
Created on Sep 6, 2023

Bulk raise quotes in a campaign

When a customer is running a promotion, they may have a specific basket or set of items that they are running a promotion on. Instead of emailing these to their customers and then raising each individual quote, it would be beneficial if they could raise a quote in bulk in their workspace and apply that to a campaign. This would allow then to easily raise the same quote or simply just add a few requested items to it for the customers that are interested instead of having to raise the same quotes across multiple customers.

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