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GHL Customer Care Notes for Managing Contacts, Opportunities and Company Records
GHL Customer Care Notes help teams capture important details, track updates, and keep everyone aligned when working with contacts, opportunities, and company records. This article explains how Notes work in each module…
4 min9CRM Notes Association – Link Notes Across Contacts & Opportunities
Keep your CRM notes cleaner, more focused, and easier to manage! With Notes Association and Delinking, you can now choose whether a note is linked to a contact, an opportunity, or both—giving you complete control over…
3 minTasks Across Multiple Objects
Manage follow-ups where the work really happens. Multi-Object Task Associations let you link a single task to Contacts, Opportunities, Companies, and Custom Objects—up to ten records of each type—so your team never…
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