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Table of Contents

Info
Lucidity CRM allows a sales team of sales professionals to manage a sales pipeline.
System Features
Follow these links for system-wide Lucidity features relevant to this Module

My Filters

Create and manage your own filters for easy reporting
My EmailsHave Lucidity automatically email you a report on a schedule
Column ConfigurationControl the columns that are displayed on the list page(s) within each application (Admin only)
Dashboard ConfigurationCreate and configure your own Dashboard(s)

 

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