View Quotes on Calendar View

Corey L. shared this question 2 days ago
Need Answer

Is there a way to add a drop-down option (or better: add a "show quotes" checkbox that displays them along side the reserved events) on the calendar view that also shows leads in quote statuses? I would like to be able to schedule trainings, cleanings, and other non-revenue events without the possibility of creating conflicts.

Best Answer
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You can have the quote status display on the calendar page by going to Settings-->Lead Statuses-->Quote. Check the following box and save to allow this status to show on the calendar:

7059f32de45e09b44b3443bede7edbb9

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Comments (1)

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1

You can have the quote status display on the calendar page by going to Settings-->Lead Statuses-->Quote. Check the following box and save to allow this status to show on the calendar:

7059f32de45e09b44b3443bede7edbb9

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1

Thank you! I still think a checkbox for togglng on/off non confirmed events would be useful... but this will definitely work for now!

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We have a separate status. That is only for things like this and second trucks.

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