information on a suggestion how to treat old records in the - pipeline deals, notes, activities (tasks- events-calls) and emails etc.
Hi, I would like information or a suggestion on how to treat old records in the - pipeline deals, notes, activities (tasks- events-calls) and emails etc. ?
As each option (pipeline deal, notes, activities, emails etc.) counts as a record and as we advance in the system we will have old information is there way to treat the older information.
Topic Participants
Acimiuq Madeira
Sunderjan Siddharth
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