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Roadmap
Blueprints
Roadmap
Blueprints
Productivity App
Dashboards
CRM > Opportunities (Pipelines)
CRM > Contacts (Smart Lists)
CRM > Conversations
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Marketing > Marketing Toolbox
Task Management > Tasks
Task Management > Projects
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Agent Tools > Form Builder
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Agent Tools > QR Code Generator
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Reporting > Pre-Built Reports
Account > Media Storage
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Community > Courses Builder
Settings
Settings > Domains
Phone System > Phone
Phone System > SMS
🏁 Getting Started
Project Manager
📋 How to Add an Ideas Board to Your Project Using the Task Management Platform
📥 How to Set Up Requests in DealTrail Task System
🔁 How to create and use templates in the task system in DealTrail
📋 How to Create and Work with Procedures in DealTrail
📑 Creating and configuring a Task in DealTrail
📍 Creating a Project in the Task System
🤖 How to Do Automations with the Task System in DealTrail
🕙 Timer, Log Time, Time Statistics, and Dashboard in the Task System
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Overview
Productivity App
Community > Courses Builder
Community > Courses Builder
Courses (Placeholder)
