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How can we improve the financials?

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'Sales Rep Phone Number' Template Field

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  • SkylineRoofs commented  ·   ·  Flag as inappropriate

    We'd like the ability to Auto Populate Sales Rep Contact Info (Phone Number) into some of the templates (Email Templates). We'd like those follow up calls to be going back to the sales rep not an office. I saw this had been addressed in a previous request but I didn't see any follow up. Please advise

Financials: Templates

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