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Create note in lead profile in Close when document is signed in DocuSign

Create note in lead profile in Close when document is signed in DocuSign

Create a note in your lead profile in Close when a document is signed in DocuSign. This ensures timely updates to your sales records, enhancing your team's efficiency and keeping your leads informed.

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Overview

Create a note in your lead profile in Close when a document is signed in DocuSign. This ensures timely updates to your sales records, enhancing your team's efficiency and keeping your leads informed.

Create note in lead profile in Close when document is signed in DocuSign