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Saves Action templates OnePageCRM

Automate your sales process with Saved Actions

What was Predefined Sales Actions is now…Saved Actions. All the great features of ‘Predefined’ – only now smarter, more accessible (from right inside the Contact view) and with the ability to insert multiple actions with one-click. Making it a cinch to create, edit and use Saved Actions.   The key elements of Saved Actions Easily create sales actions from right inside Contact view Insert actions from a list (select) or by just typing Insert multiple […]