I would like to be able to ...

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workflow

Allow the Admin to create buttons that can be clicked by the sales teams that will automate several steps. For example, when a button is pressed it could add 3 activities with due dates 5 days out, update the tags, and assigns it to another person.

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    Ray Jr MaloneRay Jr Malone shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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