January Updates

- You can now mass assign a workflow to a lead or customer import. To learn more, click here.

Screen_Shot_2022-01-31_at_4.23.55_PM.png

- Create your own default Quote Comparison message. This message will have to be changed per staff member. 

Screen_Shot_2022-01-20_at_10.06.34_AM.png

- New and improved built in workflow templates!

Screen_Shot_2022-01-20_at_10.28.50_AM.png

- New options for setting your Default Quote Values

Was this article helpful?
0 out of 0 found this helpful