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[31588f42] docs: add Selections strategy to README

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2026-02-28 18:42:22 +00:00
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connector-superoffice/README.md
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@@ -325,6 +325,13 @@ SuperOffice contains a shared product catalog. Roboplanet's hardware portfolio i
**Usage:** When creating Quote Lines (`Quote/Line`), linking to these families helps in reporting pipeline value by robot model.
### 20. Selections & Target Lists
Selections are the primary tool for grouping contacts in SuperOffice (e.g. for mailings or call lists).
* **API Access:** `/Selection` endpoints allow reading and adding members.
* **Strategy:** Instead of just tagging contacts via UDFs, adding them to a specific **Static Selection** (e.g., "AI Generated Leads - Review Pending") makes them immediately actionable for sales reps in their "Selections" tab.
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This is the core logic used to generate the company-specific opener.