So say someone takes an action like you had a meeting and the client said yes to moving forward with the project, but you need to collect more information, maybe for onboarding.
Is there a way to have things like text, numbers, etc be imported dynamically so it makes working with templates easier?
Please authenticate to join the conversation.
Completed
π‘ Feature Request
5 months ago
interactxp
Get notified by email when there are changes.
Completed
π‘ Feature Request
5 months ago
interactxp
Get notified by email when there are changes.