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add files
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
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 available
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
Email – Templates 101
In this article, you will learn: Accessing Email Template Edit Email Template Using Email Template Adding a template manually Adding a template using Template Builder
