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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