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I’m new to using ‘Customer Development CRM’ from ‘Sales & Customers’ section of templates and have an issue. I see the example linked interviews but can not figure out how to add new interview events. Please help
Add new record - makes new record wi...
Thanks for the reply. Settings? Formula? How do I get to those? In customer view or interview view? Either way, I see nothing that looks like a formula
Total newb here…
