NEW Overview filter option to see your Lead Source data represented as a collective summary in Pie chart form.
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Drag-and-Drop Files
Now you can upload documents, images and presentations by dragging-and-dropping your files into the Resource Library! Simply select one or multiple files from your Desktop or finder, and drag them int...
Email Templates are here!
Create your own set of Email Templates that can be used as canned responses when sending email from within OS. Customize up 40 templates to save you both time and effort when communicating with client...