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Create a note in Vitally for each completed call in Close

Create a note in Vitally for each completed call in Close

Document call details in Vitally by creating a note whenever a new call is completed in Close. Ensure all relevant customer information is captured for future reference, improving your customer management and engagement.

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Overview

Document call details in Vitally by creating a note whenever a new call is completed in Close. Ensure all relevant customer information is captured for future reference, improving your customer management and engagement.

Create a note in Vitally for each completed call in Close

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