S
SJT
I am creating a template proposal and would like to make it as easy as
possible to change the name of the prospect when the user creates a proposal.
Is there a way to type the prospects name once and then have it populate the
other places in the proposal where the prospect's name should be inserted.
Thanks in advance for your assistance.
possible to change the name of the prospect when the user creates a proposal.
Is there a way to type the prospects name once and then have it populate the
other places in the proposal where the prospect's name should be inserted.
Thanks in advance for your assistance.