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21 results found

  1. Make Opportunity Type Inactive

    Past users sometimes create Opportunity/Note/Task types that are no longer useful to current staff. Please create an option to make those types "Inactive" rather than simply deleting them - we may want to keep the historic data in CSuite, but NOT on the Drop down list. It would help to clean things up and streamline categories.

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    2 comments  ·  Opportunities  ·  Admin →
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