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mmccluregainsightcom
Contributor ⭐️⭐️
August 23, 2017

Mass edit relationships

  • August 23, 2017
  • 0 replies
  • 18 views
I think it could be helpful to have a mass edit tool for relationships that allows you to post status updates to multiple relationships and relationship types at once to help improve time efficiency for CSMs. In the cases where a standardized status updates needs to be given for multiple relationships or relationship types by account this feature could help speed up that process.