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  • Activities or Tasks template

    We are new users to Method CRM. We are A/V contractors and have a list of about 30 activities (or Tasks) that apply to every project. Is there a way to create a template, for lack of a better term, that would include all of these items that when accomplished, could be shown as completed?
    Posted to Method:Classic General Q&A (Forum) by Malcolm on 03-04-2013
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