Frequently Asked Questions
This category contains answers to questions related to managing the app. If you do not find an answer to your question. Please contact your Customer Success Specialist. Be sure to let them know you visited the FAQ section and didn't find an answer. We are always looking to improve this resource.
- Getting a New Team Member Set Up in Sales Builder Pro
- Price & Discount Tracking Tools for Managers
- Why Is My PDF Formatting Off- and How to Fix It
- BCC on Customer Emails Issue
- How do I download the Proposal PDF?
- What is the easiest way for me to see if a proposal was emailed to a customer and when it was sent?
- Back Office Email Explained
- Appointment time displays incorrectly
- "This File Cannot Be Previewed" Error when exporting Management Portal worksheet on an iPad