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Courtney

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  1. Add Opportunity Notes to Linked Contacts

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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Courtney commented  · 

    I would like the notes that I save within an opportunity to automatically be saved/linked in the contact record notes section. This way all notes that deal with the contact would be available in their main notes module as well as within a specific opportunity.

    Courtney supported this idea  · 

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