Cait Potter Knowledge Base
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General

  • Manually Send Email in Moxie
  • Edit Client Fields (Including Custom Fields)
  • Review a Submitted Form in Moxie
  • Create A New Client
  • Manually Add Extra Contact to Client File
  • Add Project Custom Field Information

Categories

  • Agreements
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  • General
  • Invoicing
  • Opportunities
  • Settings
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