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The Sales Module
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The Sales Module

Owned by Mercedes Rothwell
Jun 18, 2024
1 min read

Date

Change

Date

Change

June 2024

Initial Version

Version Date Comment
Current Version (v. 1) Jun 18, 2024 16:02 Mercedes Rothwell

Contents

Audience: Sales Team, Financial Professionals

Functionality: The Sales Module allows employees to manage contacts, schedule meetings, review forms and transactions, etc.

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