MEJ CRM AI

Today, we’re going to explore the budget planner in CRM AI. The budget planner allows the company to allocate funds for various expenses throughout the year. When creating a budget planner, you can specify the name and the period, whether it’s monthly, quarterly, or yearly. Once the details are entered, you can create the budget planner. This overview provides insight into the functionality of the budget planner in CRM AI.

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