Here’s how it works
- Here is a quote without assign FTM & appointment date.
- Here is how it looks when set FTM & appointment date by using Quote badge feature. You’ll be able find i icon on those columns when you set FTM & Appointment date manually.
Here’s how to badge a quote
- Open the quote you want to assign.
- Click on three-dot actions menu & select Quote badge.
- You’ll be able set FTM & appointment date in the quote badge window.
- Then press Set to save your changes.