9/3/24

Lead Docket Training: How to Check Your Opportunities

One of the most frequently asked questions we get is, "My vendor said they sent me an opportunity, but I can't find it. Where is it?" In this video, we show you how to find past opportunities that may have been disregarded or turned into leads. This is especially useful for setting up vendors and integrations.

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Lead Docket Training: Leads AI

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