Posts by admin:
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.
Event Invites
Posted on: 16 Nov 2022
When an Event Email Invite is sent, the recipient is able to add the appointment to their calendar via a link near the bottom of the email. A Google and Outlook link is provided. Additionally an iCal download file. is attached.
Event updates when Contact’s Info changes
Posted on: 02 Nov 2022
If a User has a pending appointment and the contact’s information: Name, address, phone and or email are edited, then that information is synchronized into the Appointment information.
Email Franchise Estimates Reports
Posted on: 28 Oct 2022
At the bottom of the Lead Flow Dashboard Chart there is a link where Users can click to get the data behind the chart. On click, the system will prompt for email address. After the report is generated, it will be emailed.
Forgot Username or Forgot Password
Posted on: 27 Oct 2022
From time to time we forget things. Follow this process. After you have put in your Account or User email address, the system will send you an email with a link to reset your password.
Emojis in Text Message
Posted on: 13 Oct 2022
The CRM system can now receive emojis in a text from Contacts.