When you need to record internal information without notifying the contact, the best place to do so is 'Notes.' However, we saw opportunities to enhance how you find your notes and improve efficiency. So, we’re happy to introduce a few improvements that will take your collaboration and organization to the next level.
Estimates are a great tool to captivate clients’ attention while informing them of the price of your services. However, since they are specific to the client’s needs and specifications you must ensure that all information is correct and this feature improvement will help you guarantee that!
As your business grows, so does the information you collect. Managing payment methods on file can sometimes be challenging, but this new addition to the Payments tab in the contact card makes it easier than ever to update, organize, and maintain customer payment details effortlessly.
The Task List View helps you keep track of all pending items to complete and ensure your customers are taken care of. It’s a vital part of the smooth operation of your business, and we’re happy to announce a few updates that will make it even more convenient for you!
