Opportunities, Productivity & Communication Tools

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You should click 'Disregard Opportunity' if you don’t want to take the lead.

False (Disregarding deletes the lead—only use if directed.)

Internal Shunnarah referrals should be handled like normal Opportunities.

False (Do not work internal referrals unless specifically assigned.)

You can send texts and emails to clients directly from Lead Docket.

True

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