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This action allows you to directly call the Company Phone number of the customer. If the customer has other contacts, all the contacts’ phone number will also appear here.
Create note
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You need to have the “Create notes” permission to see this button.
This action allows you to directly create a note for the currently viewing sale (Similar to https://contemi.atlassian.net/l/c/DvtejLP0), so you don’t need to select the “Related Records” in the form.
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