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Refresher

SALTY Tips & Tricks🧂

Victoria avatar
Shared by Victoria • September 20, 2024

This message is the first in a series of helpful tips that can assist agents in uncovering some of the most helpful features of SALT! 😃


🧂TODAY'S SALTY TIP ⤵️

Did you know that while we don't yet have the infrastructure to support custom questions, you can use the "Notes" step (located within the Conclusion category) to ask anything else you need to know from your prospect?

🎥 [Tap here for a short video tutorial on how this can be done.]

📄 [Tap here to read our Knowledge Base article with more info about utilizing the Conclusion > Notes step to add your own questions.]