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Add "Last Activity Date" to the To-Do List
Add a column for "Last Activity Date" on the To-Do List to show reps the last time they reached out to their prospect. This will be helpful for reps because it will allow them to know how long it has been since their last call without having to go...17 Planned
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Rebuild User Interface & Extend Capabilities of Duplicate Identification Tool
Notes on Ways to Improve the Dedupe Tool More automatic Ability to dedupe, auto-create and auto-append Note: Supposedly our old dedupe imported from MSCRM 4.0 was much better than the current one Specify rules Reliability Output results Notific...0 Planned