Notifications
Clear all
16/08/2022 3:43 am
Topic starter
Currently new proposal templates can only be added in the Sales and Success Center. If you have large sales team, this can be a problem as templates need to be added individually for every new sales person. It would be beneficial to be able to add templates in the Partner Center to make them accessible to all sales people.
70
Points
2 Answers
16/08/2022 6:01 pm
Hi Zakir, proposal templates are accessible to all salespeople in the same market. Are all of your salespeople set up in Sales & Success Center? If so, and if they are all working in the same market, they will all have access to any templates that have been created by their colleagues.
389
Points
