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CRM Knowledge Library

January 26, 2021 11:00 AM - 12:00 PM CST

Share product expertise and critical information using the CRM Knowledge Library. The knowledge library allows you to develop a custom repository of information that is easily accessible and searchable. This dynamic resource allows you to store and categorize information such as product guides, manuals, data sheets, step-by-step instructions and FAQ’s so customer service agents can quickly retrieve the precise information they need to resolve cases and answer questions. You can even include unlimited notes and attachments and send emails directly from the CRM application.

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