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What can you use the documents tool for?

  • You can use it to share a document with your contacts and get insights into how they interact with it.
  • You can use it to create customized documents such as personalized quotes.
  • You can use it to take notes about the conversations you have with your contacts throughout your sales process.
  • You can use it for customized reports about the webpages a contact visits most frequently.

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