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Automated Tasks
Author: B24_12079177. Is there a way to assign automated tasks when a deal progresses a stage? Currently, I can see that you can but I want to be able to use the task template I made or at least have it appearing as a task and not as an activity on the deal and I also want to have it appear as a check list....
Tags: CRM, Task
Modified: 04/26/2017
Pages: 1
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