Create task in FYI for client follow-up when proposal is marked as lost in Ignition
Create task in FYI for client follow-up when proposal is marked as lost in Ignition
Create tasks in FYI to manage client engagements when a proposal is marked as lost in Ignition. This ensures timely follow-up and better organization, enhancing your client relationship management.
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Overview
Create tasks in FYI to manage client engagements when a proposal is marked as lost in Ignition. This ensures timely follow-up and better organization, enhancing your client relationship management.