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  1. Tag Rules Engine

    I tag zero share prospects. If $$$$ are added, or there’s been activity, I’d love to see that tag removed as it no longer fits the workflow that I am trying to achieve.

    If I could setup some scenarios and Monarch could auto-tag for me, then I'd love to use those scenarios as filters on my reports.

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    0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
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