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Companies
- Working with the Companies Lists
- Adding or Editing a Company
- Viewing Company Smart Tabs
- Working with Company Open Activities and Timeline
- Updating Company Info with the Sidebar
- Different tab types on the contact card
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Opportunities & pipeline
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Sales campaigns
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Activities
- Working with Activities
- Viewing the Activities List
- Creating a New Activity
- Postponing Activities
- Closing Activities and Creating Follow-ups
- Working in Flash Mode
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Appointments
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Sales & orders
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E-sign
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Mobile apps