Sending Organizers via Automation
Автор: TaxDome
Загружено: 2024-08-19
Просмотров: 238
Описание:
You can automate organizers in the pipeline.
When a job reaches this stage, an organizer template will automatically be sent to the client.
You can set up a reminder so your client will be notified when the organizer is not yet filled out.
Learn more: https://help.taxdome.com/article/132-...
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