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Cheryl Morris

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  1. 8 votes

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    Cheryl Morris supported this idea  · 
  2. 6 votes

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  3. 4 votes

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    Cheryl Morris commented  · 

    I need this as well.
    I can't make good decisions on which lead sources to invest in without knowing which ones work the best.

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  4. 7 votes

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    Cheryl Morris supported this idea  · 
  5. 14 votes

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    Cheryl Morris supported this idea  · 
  6. 70 votes

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  7. 140 votes

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    Viewed  ·  36 comments  ·  Communication » Email  ·  Admin →
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    Cheryl Morris supported this idea  · 
  8. 30 votes

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    Cheryl Morris supported this idea  · 
  9. 73 votes

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  10. 4 votes

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    Cheryl Morris shared this idea  · 
  11. 36 votes

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    Cheryl Morris commented  · 

    We frequently find ourselves mistakenly putting an estimate or invoice under the main contact instead of the job. It seems like we have to delete and completely re-do the estimate when that happens. It makes a lot of unnecessary work! And, like Tia, having a new document number is a big problem.

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  12. 17 votes

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  13. 28 votes

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    Viewed  ·  5 comments  ·  Integrations » Leads  ·  Admin →
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    Cheryl Morris supported this idea  · 
  14. 14 votes

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    Viewed  ·  2 comments  ·  Integrations » Leads  ·  Admin →
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    Cheryl Morris supported this idea  · 
  15. 78 votes

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    Cheryl Morris supported this idea  · 
  16. 13 votes

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    Viewed  ·  1 comment  ·  Integrations » Bookkeeping  ·  Admin →
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    Cheryl Morris supported this idea  · 
  17. 16 votes

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    Viewed  ·  1 comment  ·  Integrations » Bookkeeping  ·  Admin →
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    Cheryl Morris supported this idea  · 
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