Lance Else

Commented on Simplify Agreement Signing via LinkThe two customers it happened to are Matthew Strom and Phil Crain. Idk if I can find a link, I believe I deleted it and recreated a new one when I did it on my phone.Commented on Simplify Agreement Signing via LinkNot exactly sure what they are bumping into, I tried to follow the link I had sent them first before just doing it on my phone and it just wouldn’t allow me to sign it. Are you saying the issue is they need to add card on file first before signing it?Created Simplify Agreement Signing via Link Created Map dispositions Created Import Jobs and Recurring Schedules Created Edit customer and lead stars from the map Commented on Service plans & one time sale different starsAlso would make training a new salesman easier as well.Commented on Service plans & one time sale different starsWould say green for one times, similar to just making a sale on any other sales mapping platform. The big difference it that it is a star and makes it super easy at a glance to know whether it’s a one time for green or gold star that service plan(the only thing we should have but…Commented on Custom salesmen permissionsI agree entirely there needs to be limited permissions. I do think a great idea of setting up a way to configure certain abilities for salesman would be beneficial. Allow the owner to customize what specific employees can do based off experience and needs. I don’t have any other…Commented on Service Plan Renewal: "Sold By" QuestionOne thing that would that would be a good addition to this as well is being able to customize the commission. After the first year of say 40% commission to the salesman, being able to drop the commission to %10 for 1-2-3 years and have it act as like residual income. This would a…Created Service Plan Renewal: "Sold By" Question Created Service plans & one time sale different stars Created Custom salesmen permissions Created Bug not allowing tags on leads for me