Business Development

Favorite Quotes

4min

Introduction

Favorite quotes are a good option when you want to pin a quote and always be able to see it on your Dashboard, regardless of whether it has already been sent to the Customer or not.

Conditions

  • The quote must have been created and be displayed on your dashboard.

Guided steps

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What I learned

1

Favorite quotes pin the quote to the dashboard, but if you unmark them and the creation date is very old, they will no longer appear on the dashboard.

2

You can view other colleagues' favorite quotes by filtering by their name.

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