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Deals linked to Contacts CRM


by T. T. Organisation Strategy and Communications Lead
Wednesday, 7 January 2026 at 03:22  
497 views   0 replies

This enhancement will enable Deals to be attached directly to parent contacts, grouped within a Family entity. Each deal can represent a schooling contract, an activity or a specific project supported by the school.

  • Centralization of opportunities by family or entity
  • Structured tracking of contracts and commitments
  • Clear vision without duplication of files
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