Invoices & Estimates: Opportunity custom value support in Terms & Notes!

Channel:
United States HighLevel
Subscribers:
68,900
Published on ● Video Link: https://www.youtube.com/watch?v=i1fjgc5tZS4


Duration: 0:00
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What’s New?
Opportunity Custom Values in Invoices & Estimates: You can now pull Opportunity Custom Values directly into your invoice and estimate templates "Terms & Notes" section
Auto-Populated Fields: When you send an invoice or estimate—whether from a workflow or from the Opportunity screen—fields automatically update with the latest opportunity data.



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