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Create file note in FYI when proposal is accepted in Ignition

Create file notes in FYI when a proposal is accepted in Ignition, ensuring all relevant client information is documented for future reference. This boosts your record-keeping efficiency and supports better client management.

Create file note in FYI when proposal is accepted in Ignition

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Create file notes in FYI when a proposal is accepted in Ignition, ensuring all relevant client information is documented for future reference. This boosts your record-keeping efficiency and supports better client management.

Create file note in FYI when proposal is accepted in Ignition