Category: Channelyze features

See how to configure onboarding templates in Channelyze.

A feature that has been requested a lot recently has just made it into the latest Channelyze deployment; namely the ability to attach files to leads and deals. Being able to attach files to a lead or deal makes it possible to store important deal-related documents right where everyone can access them. Attached documents are … Continue reading How to: Attach files to leads in Channelyze