- You can use it to share a document with your contacts and get insights into how they interact with it.
- You can use it to create customized documents such as personalized quotes.
- You can use it to take notes about the conversations you have with your contacts throughout your sales process.
- You can use it for customized reports about the webpages a contact visits most frequently.
What’s the most important deal property?
Deal Name, because you have to know this in order to find the deal in the CRM. Contact, because if you forget to add the
