kathryntsakonas
New Contributor
since ‎12-29-2022
‎08-28-2024

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  • 2 Posts
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It would be great to still have the sold by as the technician name but another section geared towards inside sales where if the inside sales person assisted with selling the estimate, we can select the inside sales person AND the technician. This wou...
When renewing a membership and you offer an upgraded membership the recurring services associated with the upgraded memberships aren't added to the membership automatically. For example: Customer was on a Gold Plumbing Only Membership and wants to re...