Original quotes in quote status only
Answered
How can I see the original pricing on a lead if the customer has not signed the quote? It happens frequently customers change their mind several times and I can't figure out how to see original quotes or changes made it they haven't signed the contract. This is an idea to add if there isn't a solution. In peak times, the pricing isn't always the same for an item and it's hard to restore an original quote if it can't be seen.
The same question
Any changes to lead even price changes would be recorded in the log. You would need to review the log on the lead.
Any changes to lead even price changes would be recorded in the log. You would need to review the log on the lead.
Please see our reply from April 20th. Unfortunately, our support system was not sending our replies via email for a couple days. If you still need assistance, please let us know. Thanks!
Please see our reply from April 20th. Unfortunately, our support system was not sending our replies via email for a couple days. If you still need assistance, please let us know. Thanks!
So, if I change a lead that is in quote status...I should be able to see the changes made?
So, if I change a lead that is in quote status...I should be able to see the changes made?
Yes in the log it will show the lead was updated and you can click that entry to expand and see what changes were made.
Yes in the log it will show the lead was updated and you can click that entry to expand and see what changes were made.
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