Today we announce the availability of Rich Text Templates/Milestones in SalesDirector.ai along with our new Gmail logo Gmail AddIn.
milestone WYSIWYG If you are running in Level 3 mode, which introduces Customer Verifiable Outcomes or Milestones to the Selling Process, you can now include formatting, bullets, links, images, etc… intro your Templates. Our previous version only had plain-text support.
To take advantage of this you can go to Setup -> Milestones and Add/Edit any of these Milestones.
Note: the Rich Text uses “Markdown” which is similar if you have ever edited an article on Wikipedia. You can click the Side by Side button to see the preview of what the template will look like.
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