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1. Export Opportunities into .CSV File

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   under review  ·  3 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Nicole Maldonado commented  ·  May 21, 2025  ·  Edit…  ·  Delete…

   I would use it to be able to easily add home purchase anniversaries to clients to stay in better touch.

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   Nicole Maldonado supported this idea  ·  May 21, 2025