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SNathan
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Member since ‎Jul 2, 2021
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SNathan on July 15, 2022
We have a data field called SALES REP and would like to add that as a Payment Property. This would make it a lot easier for our reps to track payments for their orders in system
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SNathan on July 02, 2021
currently only 1 of our 3 pipelines is the default when building a Deal using email client we have 3 diff poss pipelines a Deal could fall into (EZ Pipeline, Bulk Pipeline, Batch Pipeline).... is it poss to add pipeline dropdown choices read more
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