Preivously to our CRM the team had been putting together a daily sheet of stops, calls, etc.
Is there a way to automate a daily email that would contain any and all changes to a specific users sales board?
Preivously to our CRM the team had been putting together a daily sheet of stops, calls, etc.
Is there a way to automate a daily email that would contain any and all changes to a specific users sales board?