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Overview

This report provides Users and Managers a view of Opportunities using a Peoplel.ai ClosePlan and those that are not. Each Org is different, so you may want to adjust the instructions here to match your situation. If you have any questions, please reach out to us at support@people.aisome adjustments to these instructions may be necessary to create a usable and informative Report.

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Report Parameters

Custom fields creation: No

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