In the latest Risser podcast episode hosted by Bill, the focus is on the AdHoc feature and its role in the Pulse database setup. Bill discusses how the AdHoc feature assists in mitigating duplicate entries in the database by providing an approval process for entries and its function in allowing Sales Executives to record their activities even when clients' companies aren't listed in the Pulse database. An essential part of this feature is the establishment of a default AdHoc Company by an Admin or Pulse Support. The episode concludes with the emphasis on the integral role of the AdHoc feature in ensuring smooth workflows and preventing data loss.
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Aug 19 20242 mins