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What do you need to do before adding a new organisation?
How often should you move an opportunity along the pipeline?
When phasing a project, what type of revenue should you use?
Which currency should phasing be entered in?
Which pipeline stage do you select to push the project from finance to bill?
What should be attached to every opportunity and project?
How often should you input meetings into Insightly?
What do you need to ensure is always linked to any project or opportunity?