Record lost proposal details in Coda from Ignition
Record lost proposal details in Coda from Ignition
Track your proposals by marking them as lost in Ignition, then find or create a corresponding row in Coda to maintain accurate client and proposal details. This ensures clear reporting and keeps your data up-to-date.
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Overview
Track your proposals by marking them as lost in Ignition, then find or create a corresponding row in Coda to maintain accurate client and proposal details. This ensures clear reporting and keeps your data up-to-date.