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Heather Hanson

  • Total activity 11
  • Last activity
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Activity overview

Latest activity by Heather Hanson
  • Heather Hanson created a post,

    Company wide override setting on quotes

    1. Community
    2. RFMS Mobile

    Could we do a company wide override for how quotes should go out? Then everyone could do them the same, set Ip by leadership? Just like the settings that can be done per template in Measure Mobile?

    • 1 follower
    • 0 comments
    • 0 votes
  • Heather Hanson created a post,

    CRM "Your Phone" in Chat

    1. Community
    2. CRM

    I would love if this phone number, that is labeled "Your Phone" in the chat followed the user phone number that is entered when they are set up as a user in the mobile apps  This way the customer h...

    • 2 followers
    • 1 comment
    • 3 votes
  • Heather Hanson commented,
    1. Community
    2. CRM
    3. Workflow Automation

    Also follow up communication on unclosed quotes

  • Heather Hanson commented,
    1. Community
    2. CRM
    3. CRM Sample Check Out

    That is a great idea!