Pushing Accounts, Email Templates, Documents, and Workflows with Client Connect
Pushing Accounts to Connected Clients You can push Accounts to Connected Clients from your CRM. Push option will appear for single as...
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How to add a link to the Document Library in your Email Template?
1. Go to Sales > Templates section and click on Sales Email Templates. 2. Then click on the “Add” Button... -
Document Library
It is always great to know where you can find your important documents when you need them urgently. Soffront Document Library provides you... -
Library Management
We have implemented the Asset Management feature to Organized the Soffront Online Library in a more structured manner by adding...