Add files in templates email and text
In this article, you will learn: How to view the open tracking in the deal card: Now you can create and use email or text
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Add Files and Notes in Account 360
Release Date: March 30, 2023 Overview We have introduced an enhancement in Account360 that allows users to add and manage files and notes directly from
Add notes and files to the carrier
In the Carrier page, the Edit, Notes, and Files options have been added. To view the enhancement: Navigate to Carriers Click to open the expanded
Email – Templates 101
In this article, you will learn: How to access Email Templates? How to edit a Template? How to Use the Email Template? How to add
