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Pull a list of Notes

It would be nice to have a way to include notes associated with each account when pulling an account list in List Builder. Being able to review a list of notes would be very helpful.

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Trudi Crow shared this idea  ·   ·  Report…  ·  Admin →
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  • janice commented  ·   ·  Report

    Being able to print a list of our prospects (or accounts) with the notes will be helpful when reviewing account activity and prospecting with management

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