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CRM Audio


Mar 9, 2018

In this episode (sponsored by Maplytics by Inogic), hosts Britta Rekstad and Matthew C. Anderson discuss some of their favorite things--and lessons learned--for building out Sales Force Automation (SFA) implementations (beyond the expected Lead/Opportunity/etc.).

Discussed on the show

  • QuickView forms
  • Field Mapping
  • QuickCreate forms

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