Create orders and invoices from the contact record
You can create orders, send invoices, and process payments directly from the contact record inside Max Classic. Your browser does not support HTML5 video. ...
Create quotes from the Contact Record
You can create and send quotes directly from the contact record inside your application. Your browser does not support HTML5 video. ...
Add additional contacts to your plan
You can now more easily add contacts to your subscription when you have exceeded your contact record limit. If your account has exceeded its contact limit, you will see a notification in the contact section of an app. The notification will say “ You...