Until we are given the ability to add our own ‘custom quick selections’ within the deal pipeline, can the system bring in our already created Custom Plans as options to choose from when recording a win in the deal pipeline?

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In Review
💡 Feature Request
3 months ago

Review Pulse 360˚
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In Review
💡 Feature Request
3 months ago

Review Pulse 360˚
Get notified by email when there are changes.