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Release Date:  June 2018 


Integration

Opportunity Module Enhancement

  • Multiple Quote Templates -  Available on Opportunity, when you Create or Send a Quote, there is a dialog box that lets you choose which quote you want to use for that particular transaction.
  • Won or Lost button - Easier access to close an Opportunity.

Product Module Enhancement

Navigation

  • Set Default Module -  Be able to designate which module opens every time a user logs in to iCRM.



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