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FJ8
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Member since ‎Jan 25, 2024
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Farhan J.

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KJoy3 on January 26, 2024
I am running into an issue when I try to create an email with personalization tokens for both a specific set of deals and the related company/contact information for those deals. Here is an example of the email I'd like to send: Dear {Account N read more
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FJ8
Member
February 20, 2024
To create specific deal and contact personalization tokens in marketing emails: 1. Identify where deal and contact data is stored. 2. Choose an email...read more
Kellbell on February 06, 2024
Hi, I've created two invoices and they have the same default name. I can't see a way to edit the name? Please help!
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FJ8
Member
February 10, 2024
Certainly! To edit the name of your invoices, follow these steps: 1. Open the invoice you want to edit. 2. Look for an "Edit" or "Modify" option, us...read more
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