Phone number mapping on proposals
A
Asha Quinn
Currently the phone number on proposals maps to the "Work number" field. We would like it to map to the "tracking line" so that responses to the proposal are automatically absorbed into DriveCentric
A
Asha Quinn
Yes, that's it
Shelby Parker
Thanks for flagging this, Asha Quinn — really helpful context. Just to make sure we’re tracking this correctly: you’re looking for the phone number shown on proposals to pull from the “tracking line” field (instead of “Work number”) so replies can be automatically captured in DriveCentric, right? I’m looping this into our team’s review, and we’ll follow up if we need any additional details.