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andreammelde
Helper ⭐️⭐️
February 4, 2022

Succes Plans - Saved View by Relationship

  • February 4, 2022
  • 0 replies
  • 17 views

It would be great to be able to set up saved views on the Success Plan list by Business Unit or set to group by Business Unit.

 

That way when a CSM can quickly pull just the relationship success plans they need at that time