Brandy Murray asked us, “Does anyone know how to update opportunity card info ?” “Here’s a quick video to help: https://www.loom.com/share/5354f2cd8ac348c5ae4ccef54f5e1b8a ?” Brandy Murray asked us, ” Is their a way for my task to show up on the front of the card so…
opportunity
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Sandra Quin-Bailey asked us, “I am trying to change an opportunity from retirement to health. I make the changes, save the changes, but when I go back in the CRM it’s right back as a retirement opportunity. How can I fix this. I also refresh…