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Corporate (CRM) – Details

Corporate (CRM) – Details

Owned by Michelle Russell
Last updated: Sept 07, 2024
1 min read

The Details tab of the Corporate (CRM) screen contains contact information and other key account details. On the Details tab you can Add a Corporate Account and Link Corporate Accounts.

For a description of the fields on the Corporate (CRM) Details screen, see Corporate (CRM) – Details Fields.

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