ProposalPoint December Updates

  • Ryan O'Grady Ryan O'Grady
  • Dec 30, 2018

1. Reminder to Update Proposal

Now ProposalPoint have a function to remind the agent to update their own proposal.
It can be set to remind the agent in specific date or weekly.

2. Proposal Number

When a proposal is created, there will be a number shown in the sidebar. The numbers will increase incrementally for the specific instance.
This number also will be shown in the headline of the email.

3. Campaign Calendar

We add new update on Campaign Calendar. Now, there are 2 model that client can choose.
The updated model, client can choose the desired date and input the desired text on it. And it’s more user friendly.