Reno Jordan asked us, “Hello team, I’m new, and I’m trying to do some simple things like set up the company info. This may sound like a crazy question but I’ll ask anyway, since I write life insurance for a company do I put all…
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Brandy Murray asked us, “Does anyone know how to update opportunity card info ?” “Here’s a quick video to help: https://www.loom.com/share/5354f2cd8ac348c5ae4ccef54f5e1b8a ?” Brandy Murray asked us, ” Is their a way for my task to show up on the front of the card so…