Enhanced PDF generation also on mobile


Hi all, With the Wave 2 release came the great update to the PDF generation. With the capability to rename your document and see a preview, it is really a great enhancement. However, when accessing/using the functionality on the mobile app, it is still the old functionality. Is this somethi...

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Category: Opportunity, Quotes, Orders, Invoices, Products (78)

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New

Lead Matching when creating a Lead from the Customer Journey Tile


Smart Lead Matching should also be applied when a Lead is created from a Customer Journey. Right now, it only creates a new Lead but won't match it with an existing.

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Category: Customer Journey (56)

STATUS DETAILS
New