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JHill83
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Member since ‎Feb 13, 2021
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JHill83 on December 16, 2021
Associations with Newly Created Deals
Is there a way to change how notes, emails, calls, etc associate to a new deal? For example, when I create a new deal (Deal A) under a contact who already has one or more deals associated to them (Deals B, C, D)...all of the emails, notes, tasks, e read more
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JHill83 on February 13, 2021
Adding a fillable document
Good Afternoon Sales Community! I am looking for any assistance with adding our "Estimate Form" template to the sales process. Ideally, this would be a document that we upload and make a part of the automated workflow. We need to be able to edi read more
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