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2Good Afternoon All
If i was to want to setup a call with a product (copilot or other) after a sales visit, for it to ask me a set list of questions such as what was discussed, which opportunities needed updating and by what information, any leads or opportunities to add / remove, any other info and then save, is there anything out there that will record that and the auto update crm with the data?
cheers
cheers
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