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Day: January 18, 2021

Enhance Marketing Efforts Using Custom Fields

January 18, 2021

You are probably using fields in the Company Details pod to capture and store information about your clients. You may even be running a few workflows based off fields in this pod. Maybe you’re using  company status in a workflow to alert your staff not to perform work for a client with a past due balance or using company type as a workflow trigger to prevent a Prospect from opening service tickets before they sign

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