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Track expenses and Records Management / Lists
... suggestion for tracking expenses is to use the Lists, which is only available in the Professional version, and before I start paying per month just to use that feature, I want to make sure it would work for my business. Essentially, the Deals in the CRM only track positive cash flow.  But, sometimes, for example, I have to use the services of an outside contractor which cost me money in order to close a deal.  Right now I have to manually subtract their fee from the Deal total, but then in the ...
Modified: 03/21/2014
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