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CRM and sales monitoring

Prepare a CRM proposal

Template

Open CRM proposals and select a template for the lead. Check recipient and subject.

Proposal

Customize content and attachments for the deal. Review names, prices and terms carried over from the template.

Example
  1. Template M-01
  2. Proposal P-09
  3. Recipient C-12

Recipient

Check the customer version before sending, then find the proposal in CRM tracking.