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BHopkins78
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Member since ‎Apr 4, 2024
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Bryce Hopkins

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BHopkins78 on April 23, 2024
Adding multi-locations to 1 quote
We have several businesess that have more than 1 location but we only want to send 1 quote but have all the locations on the quote. We thought we had a work around by adding the other locations as "products" but the issue we ran into is that is show read more
Reply Discussion Sales
0 upvote
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BHopkins78 on April 04, 2024
Global View for Leads
When looking at all leads it allows you to add coloums to see who the lead owner is and the date they were assigned. The issue is you cannot save that view so every day when you log in you have to create that view. Would be nice if it would allow yo read more
Reply Idea Account Settings
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