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  • CRM- Notifications

    How do you print your notifications/alerts in the CRM system on a word document?

  • sales collateral - how to store it in CRM

    I want to store sales collateral - e.g. a brochure in PDF format which I send to various prospects (companies) in CRM. I want to email these as attachments to emails which are pretty much form letters with a touch of custom verbiage thrown in. How do…

*Community Hub is the new name for Sage City