You can now select the options for do not contact even while adding a deal card.
To view the enhancement:
Navigate to Pipeline Manager
Click on Add Deal
Click on More Options
You will get the option to select or deselect the mode of contact
InsuredMine CRM | Optimize and Grow Your Insurance Agency
You can now select the options for do not contact even while adding a deal card.
To view the enhancement:
Navigate to Pipeline Manager
Click on Add Deal
Click on More Options
You will get the option to select or deselect the mode of contact
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