Add a field to Opportunitites to enter a clients Mailing Address
We want the ability to create a better connection between Command and DocuSign such that if we don't have a client's mailing address when an opportunity is created we can add this to the contact and/or opportunity and it will still sync with DocuSign and eliminate the need for agents to add it in all 3 locations manually.
2
votes
Nicole Maharaj
shared this idea