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Xecute
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Nov 5 •
UPDATE
New feature pushed to production today! - Estimates now live! Creation and sending. Everyone test this out and let me know if you want examples or have questions! And as always, report a bug here if you come across one!
1 like • Nov 6
@Casey Christianson To add to this, if user specifies that the estimate is for a "lead", Xecute will only search leads and use the top result, and it works the same way for "customers". But if the user doesn't specify anything, then it'll search customers first, if it doesn't find a close enough match, it'll go to leads
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Active 8d ago
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