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Close a Proposal Get Confetti
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Videos and Guides
Broker step by step guide
Videos
New Related Lead
Multiproping
Split List View
Close a Proposal Get Confetti
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Close Winning an Opportunity & Sending a Deal Close email
Changing an Opportunity Owner
Change Lead Owner or SDR
Quick Guides
Change a Draw Down
CBILs Checkbox
Multiproping Guide
Multi Closing
Funding Cloud & Salesforce
Trailblazers
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Broker Guide: SIP Lead to Draw Down process in Salesforce - July 2020 v1
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