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Send offer directly to customer
Now you can send the offer directly to the customer from Moment by choosing a customer contact. This is a major upgrade to the offer module.This new functionality will be visible on the right side of the offer page itself.
Any changes regarding this will be displayed in the change log - Who sent the offer, date and time and offer recipient.
To have the access to the offer module in Moment you need to activate it under setup > settings > offer:
Feel free to contact us about this new functionality if you have any questions, and our team [email protected] will help you.
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