Sept 2021 – Call Notes – Manager by Rep and Manager by Location daily emails
In addition to receiving all call notes by daily emails, new options to receive call notes daily email by Sales Rep to Manager and Location to Manager are now available.
Features Updated:
Sept 2021 – New Reply in Call Notes
New Replies added to Call Notes will be highlighted as follows.
Features Updated:
Sept 2021 – Larger Reports with Full Window option
Customer Reports that require left to right scrolling can now be opened in a full width new window on Desktop.
Features Updated:
Sept 2021 – Reports with Negative Value
Any Negative values provided in the customer reports are now highlighted in red.
Features Updated: