Job Instruction

Joe Frasca
Joe Frasca Member Posts: 3 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

We a deal is WON, I want to create a "job instruction" sheet that I can print off and put in a physical file for the field teams to do the works.  Does anyone know how I can get certain fields out of the deal and into a format that I can easily create such a thing?

 

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