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Knowledgebase

Category: Sales

How To Add a Document

  Head to the Main Menu. Click on ‘Leads’, ‘Live Leads’, or ‘Contracts’, ‘Live Contracts’ and find the customer you are after. Alternatively type their

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How to Delete a Document

Head to the Main Menu. Click on Leads, ‘Live Leads’, or ‘Contracts’, ‘Live Contracts’ and find the customer you are after. Alternatively type their Lead/Contract

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