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What is a best workflow if you want to use the Salesforce intake function?

support

Trying to get some ideas flowing of how others use the intake functionality with their sales and proposal teams.

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Helene H

Hey - we recently held a Coffee Chat on SFDC, where we discussed the Intake feature (6:57). On that note, I'd love to hear some other examples for different teams!

https://rfpio.vanillacommunities.com/discussion/1875/salesforce-integration-sfdc-coffee-chat-9-13-23

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