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This training guide explains how to set up text messaging within Partner Platform. You will need to either add the Marketing Automation Manager or add Text Messaging a la carte to be able to use this functionality. – Or view […]
The Partner XE Proposal Creator has three template options available. Classic Alternate Corporate The desired template is selected when creating the proposal, so templates can easily be toggled between based on the client.
This QuickGuide explains how to use the Proposal Creator to generate proposals in Partner Platform.
This QuickGuide goes through the four items that should be set up after the Proposal Creator is enabled: Agency logo, Producer and CSR contact information, a Disclaimer message, and an agency message.
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