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| Add a note – Add a note while on a call and save it for future reference. Notes are saved to the CRM record timeline. | |
| Relate-To – Reference notes and call recordings against cases or opportunities in the CRM. | |
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Create a – new Account, Contact, or Lead in the CRM directly from teams. |
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Assign – update existing customer data in the CRM, avoiding creating duplicate records. |
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Follow-up Task – Schedule a follow-up task and add it to the CRM calendar for the next steps. |