Create file note in FYI when proposal is marked as lost in Ignition
Create file note in FYI when proposal is marked as lost in Ignition
Document your lost proposals by creating a file note in FYI when a proposal is marked as lost in Ignition. Capture relevant details for future reference, ensuring better tracking and analysis of your sales process.
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Overview
Document your lost proposals by creating a file note in FYI when a proposal is marked as lost in Ignition. Capture relevant details for future reference, ensuring better tracking and analysis of your sales process.