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Deal memos again: I think I found a bug. I opened an existing deal memo, modified it and clicked “Close Deal Memo”. It looks like I now have two entries for the same company but with different dates.
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Yes, you can have multiple Deal Memos for the same company, but only one can be open at any point in time. That is the intention.
1 reply
Yes, you can have multiple Deal Memos for the same company, but only one can be open at any point in time. That is the intention.

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