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Quickly access your files from your deal record

Sales reps need quick access to important files during conversations with prospects and customers. We made a recent enhancement for you to quickly store or access files or directly from your deal record so you have everything you need- exactly when you need it the most. 

Use sales pipelines to stay up-to-date on open deals so nothing slips through the cracks. Check out our Complete 101 guide to CRM to understand how your business can benefit from a CRM with sales and marketing automation.