X-Date functionalities throughout the portal
In this article, you will learn: How to add an X-date from the Contact section? How to add an X-date from the Contact section? How
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x-date
Add /Edit Account with X-date, tags and sort by filters
You can now add/edit accounts and filter with x-dates and tags. In this article, you will learn: How to add x-date and tag while creating
Opportunities
In this article, you will learn: Add deals or Assign Drip By Selecting Multiple Opportunities Select All in the Opportunities Module Add Notes in opportunities
