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Categories CRM App
Created by Guest
Created on May 1, 2019

Automatic monthly processing of a quote/s in CRM

Some customers request we send them repeat orders based on what they've previously ordered without us having to contact them or vice versa. A function where we can create an order template/quote in the CRM, and set a time/date for this template/quote to automatically process until we or customer states otherwise would be beneficial.

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