Enhance Efficiency with Bulk SmartPlan Assignment in KW Command
It would be incredibly useful to have a feature that allows users to bulk assign SmartPlans to opportunities based on their opportunity stage. This would streamline follow-ups, automate client communication, and ensure consistent outreach without the need for manual entry. Bulk Editing Capabilities: Allow users to select multiple opportunities at once and apply or modify SmartPlans.
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Parm Atwal
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