Sales Builder Pro Release 9 update includes improvements to the Data sent to Service Titan.
The Sales Builder Pro customizable Proposal Name, Option name, and the option description have been added to the Service Titan estimate using the Name and Summary fields. The default option description; Equipment types, will not display in the summary. Only, customized option descriptions will display in the summary. The opportunity example below shows a customized option description displaying the Summary.
Comments
0 comments
Please sign in to leave a comment.