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Importing Records from CSV

CRM & Sales

Lead capture and deal pipelines

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Creating and sending proposals

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Brief to billing workflow

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Configuring client portals

Administration

Workspaces & Organization Settings
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Security & SSO
API & Webhooks

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API & Webhooks

Connect external tools, listen to real-time events, and generate workspace API keys.

Where in Friendly 360: Settings → API & Webhooks

Webhook events

Subscribe to lead created, invoice paid, and proposal signed events in real time.

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