Hi All. One piece of feedback and one question. When the variable for wiring instructions is inserted, rather than list in a sentence, I would separate each piece of info on it's own line (personal opinion). For example:
Bank Name
Routing
Bank Acct
Benificiary
Also, are we able to batch move the next contact date for everyone in a stage? I wasn't able to figure that out.
Bank Name
Routing
Bank Acct
Benificiary
Also, are we able to batch move the next contact date for everyone in a stage? I wasn't able to figure that out.