Posts by admin:
Proposals: Add Templates to Worksheets
Posted on: 08 Dec 2022
A Template can be used to start a new Proposal or to add to an existing Proposal. As you can see in the image above, Templates are shown on the Bit Type dropdown as well as the create New Proposal menu.
Proposals: Field Type Calculation, Rounding
Posted on: 08 Dec 2022
There are three types of Calculated fields: Calculation, Hidden and Summation. All three have the same rounding options explained below. Round is the default option and it will properly round to two decimal places. The second decimal place will be rounded down if the third place decimal is a 0 – 4.The second decimal place […]
Recommendations and Best Practices for Maintaining a Positive Caller Reputation
Posted on: 30 Nov 2022
Maintaining consumer trust in the voice communication channel is critical. Consumers expect to receive wanted and personalized communications, while being protected from spam and unwanted calls. This guide provides updated best practices for maintaining a positive caller reputation. Why does caller reputation matter? Throughout the industry, there are continued and increasing efforts to reduce unwanted […]
How to Fix: Outbound calls blocked or labeled as spam or scam likely
Posted on: 30 Nov 2022
Table of Contents What is a nuisance call label? Customers who conduct legitimate voice business may notice that their outbound calls are getting marked with nuisance call labels, such as ‘Scam Likely’, ‘Spam’, ‘Fraud Risk’, ‘Robo Call’ or some variant based on an app, device or network. This can be frustrating, and could result in […]
Proposal Line Item Note Type
Posted on: 17 Nov 2022
There are three Line Item Type selections: Labor, Materials and Note.
Synchronize to Google Calendar
Posted on: 17 Nov 2022
Users can choose to sync their ClientTether Calendar to their Google Calendar.
Proposal Line Item Default Control to Display on Quote
Posted on: 16 Nov 2022
You can set the Default arrangement to Display a field on the Quote
Lead Routing updated with Assign User
Posted on: 16 Nov 2022
If a lead is left in the current account because no criteria is define that would send the lead to a sub account, then you can also assign a User at the same time.
Pipeline
Posted on: 16 Nov 2022
Pipeline is a visual representation of Sales Cycles in Action. Recent updates have improved the functionality of the Pipeline.
Return Email with copy
Posted on: 16 Nov 2022
From History Notes you are able to see some emails that have been returned to you. In the bottom right you are able to click on the icon to reply with a copy of the email in the bottom.