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I find merging to be hard. I had to get help early one Sunday morning from support. The support was there and ready to instruct me. It just wasn't intuitive. I might even have to ask how to do it again.
2020-12-07
Add Tags to Sales Contract Feature
The Add Tags to Sales Contract feature enhances organization and accessibility for your sales documentation. By tagging your contracts, you streamline your workflow and improve collaboration within your team.
Key Features
Easily assign tags to each sales contract for quick identification
Search and filter contracts by tags to save time
Integrate with existing systems to maintain consistency
Customize tags to fit your business terminology
Potential Use Cases and Benefits
Sales teams can categorize contracts based on client type, status, or region, enhancing tracking efforts
Marketing teams can tag contracts related to specific campaigns for better analysis
Legal departments can easily access contract types by tagging based on compliance requirements
Management can gain insights into contract trends through categorized reports
By implementing the Add Tags to Sales Contract feature, you address common challenges such as disorganization and slow retrieval times. You will find it easier to manage contracts, thereby increasing efficiency and ultimately driving business growth.
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