CRM Completion Results
The CRM Completion Results list holds the reasons an institute closes a CRM record with. Each entry of the list is one outcome that a user picks when completing a CRM action or a meeting, and each entry names the CRM categories it belongs to, so a category only ever offers the outcomes that make sense for it.
What this article covers
- Where It Is Used
- Configuration / Fields Analysis
- Business Logic / Behavior
- Example(s)
- Notes
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