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Zoho CRM Transaction File Naming


Topic: 
  • How to properly name files in Zoho CRM Transaction module
Recording:
  • Shana Acquisto
  • Mike Acquisto
Notes:
  • File Naming:
    • Please adjust the names so everyone will easily know what the file actually is and make it easy on everyone.  
    • Make sure you change file names from what other people send them to you as.  



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