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To maximize the security of your account, we recommend creating a password that is unique to you. Follow the steps below: Click the gear icon located in the top right corner. (next to your login name…
Updated 4 years ago by Ashley
** FOR PROPOSALPATH USERS ONLY** Personalizing your settings is easy and a great way to connect with your customers. Pictures, Signature and Default Email Text impact the ProposalPath module, and can…
STS Cloud has two features allowing you to easily send emails into your database, capturing email notes above your signature line and creating a completed activity in STS Cloud. This eliminates the m…
Updated 2 years ago by Ashley
EMAIL DROPBOX - Email Program Integration for Users. STS Cloud makes it easy to send client email communication into your accounts in STS Cloud. This allows all users to see email traffic within the…
CALENDAR INTEGRATION. STS Cloud allows users to manage daily activities and when scheduling appointments (time driven), outside sales call time, site visits, etc. To prevent having to leave the progr…
Updated 4 years ago
by Ashley
