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
  1. Open the quote you want to assign.
  2. Click on three-dot actions menu & select Quote badge.
  3. You’ll be able set FTM & appointment date in the quote badge window.
  4. Then press Set to save your changes.


Written By

Adrian Portsmouth