Hi,
In my previous CRM, we employed color coding to help prioritize and categorize appointments I know it can be selected manually, but is there some way to specify activities with certain clients, or activity types (maybe keywords in the appt.) could automatically trigger a color?
Thanks,
Scott
In my previous CRM, we employed color coding to help prioritize and categorize appointments I know it can be selected manually, but is there some way to specify activities with certain clients, or activity types (maybe keywords in the appt.) could automatically trigger a color?
Thanks,
Scott
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