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
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add files
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
