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Integration with Insightly.com

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AdminNiftyQuoter Support (Admin, Abrumeo s.r.o.) shared this idea  ·   ·  Report…  ·  Admin →

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  • Todd Ludington commented  ·   ·  Report

    Also it would be nice to link a proposal with a particular Insightly opportunity. Then use the opportunity email address to automatically BCC.

    Wishing further, how about updating notes for an opportunity when the proposal is viewed!

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