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The agenda of the meeting
The presentation you are sharing with your client
The presentation you are sharing with your client
You are about the complete the data of
the customer
Complete the data of the customer
Complete the data of the customer
Confirm the offer or order with an e-mail
After giving the presentation and gathering the information you can send an e-mail to your customer. This e-mail can contain a personalized offer or contract.
This is just an example. We have more options. See www.idiligo.com for more about scripting.
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