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3min chapter
How to Build a CRM
Founder University
Pull Release Reports Using Free Form Notes
Use the free form notes as sparingly as possible. If you think you might ever need to pull a report and run the data, you want to make sure it is in a field or a tag. Go ahead, pre-populate it into your CRM and help yourself out. Next up, I want to talk a little bit about internal ownership and workflows.
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