Text or email proposal straight from the customer card
D
Daniel Lewis
Can you enable a salesperson without desking access to text or email a proposal directly from the customer card?
D
Daniel Lewis
it would be the same thing that someone with access to desking can send. our salespeople would send probably 10-15 of these a day if it was available.
Shelby Parker
Thank you for posting, Daniel Lewis! I have a few more questions for you:
- What specific information should be included in the proposal when sent via text or email?
- Are there any security or privacy concerns we should be aware of when enabling this feature?
- How frequently do salespeople need to send proposals directly from the customer card?