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
Add Files and Notes in Account 360 Add Files and Notes in Account 360 You can now add notes and files from the account 360 section. Note: This feature is now
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