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  • Do you use Quote(s) panel? Why?

  • Do you use the Timeline panel? Why?

  • When working on a product, do you need to have a preview of the applicants' details?

  • Should fact find always be related to a specific product or would you like to be able to run a fact find from a Case view before adding a product?

  • What’s the average number of applicants per Case/Product?

  • Do you use the ‘days late’ function? why? (might need to explain what days late function is)

  • What are the top 3 tasks you perform on a regular basis when adding/editing a case?

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