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  1. FloQast
  2. Optimize the Close
  3. Request Agent
  4. Creating Requests

Creating Requests

  • Dynamic Requests
  • Request Agent Slack Integration
  • Contact Management
  • Request Agent Entities and Request Transfers
  • Best Practices for Request Agent
  • How to Add CC Recipients
  • Message Mode
  • Mark As Completed
  • Request Agent Data Request via Excel
  • Private vs. Public Requests
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