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Jill

← TurnLink Sales Manager : Support & Customer Feedback

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5 results found

  1. Add a check box on shipping addresses to identify residential vs commercial addresses

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    Jill shared this idea  · 

  2. When Setting Up a Shipping Address that is Different than the Billing Address, Don't Force Us to Enter a First and Last Name.

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  3. Allow embeddable images in your templates

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    Jill commented  · 

    that way, those of us with with jpegs of our logos in our signatures or with graphics can send a clean professional looking email

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  4. Make it possible to remove sales reps off of accounts in batch instead of account by account.

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    started  ·  AdminSupport | TurnTree Solutions (Account Manager, TurnTree Solutions) responded

    Thank you for your suggestion!

    We are adding the ability to do this via Advanced Search > Push Results To > Rep Assignment. On the ‘Rep Changes To Make’ menu you will be able to do individual rep modifications as well as remove all assigned reps, all assigned Inside reps, all assigned Outside reps, and all reps connected to a specific Outside Sales company.

    Jill shared this idea  · 

  5. give users the ability to add TASK progress notes in batch, not just general notes.

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