
Matt Spiece
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Latest activity by Matt Spiece-
Matt Spiece commented, How does it know what month to assign the TBD visits to during renewal if there are multiple TBDs?
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Matt Spiece commented, Thank you Robert. We're doing it with a custom field so as to not make a crazy number of tags. We would love it if it were possible to require that the custom field be filled in only when a job i...
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Matt Spiece created a post, Organizing Rejects/Cancels/Round Skips
Hello, I'm curious about ways people have found to come up with organizing & tracking their rejected proposals and Jobs? We track what jobs are "rejects" (IE proposed but not accepted) vs cancel (r...