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Add New CRM Actions

Portal & Admin Manuals › CRM › CRM Actions/Remarks · Updated 2026-07-10

Once you click on the +Add New button you will see a popup window in which you will be able to create a new CRM Completion Result (Figure 28). On this popup window you can see (Figure 28): If you click on the edit button (Figure 27) you will see the edit popup window. Follow the same steps as in creation (Figure 28).

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