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BRose8
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Member since ‎Sep 25, 2023
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Beth Rose

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BCutler1 on August 03, 2023
Our outbound sales team are currently trialling out the new Prospecting Tool starting this week. The team heavily use task queues to be able to identify their workload for the day and be able to prioritise that depending on the queue they are in. read more
5 upvotes
1 Reply
Member
November 06, 2023
Agreed. For example, I have a task queue that's just for deals in the proposal stage. Those are my highest priority, and I rely on that queue to atta...read more
FanaticSales on December 11, 2018
There are times when I need to add files to quotes in regards to installation guides and product details. Would be good to be able to attach files and insert product images into quotes.
131 upvotes
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Member
September 25, 2023
@dnelson - The link you provided is for customizing quote templates. That's helpful, but we also need to be able to customize the actual quote. Our...read more
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