The ability to pin a customer proposal in notes
B
Brian Rosario
the ability to pin a desked proposal or numbers we have sent to customer as notes for reference
Shelby Parker
Hiya Brian Rosario, thanks for this post! I have a few more questions for you:
- What specific information do you want to be able to pin in the notes?
- How frequently do you anticipate using the pinning feature for customer proposals?
- Would you like notifications or reminders associated with pinned proposals?