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B2B: proposals, contracts and support tickets
Track proposals, contracts and support tickets for a professional services business.
2 min read
The B2B pack has a summary tab and three working lists that sit alongside CRM.
- Proposals: create them and update their status.
- Contracts: keep your contracts and update their status.
- Support tickets: record and update tickets.
You can create, update status and delete in each list. Each has view, create, edit and delete permissions, customised per role.