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Customer Created Quote
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When a customer creates a quote it is added to our Most Recent Leads on the overview screen.
Is there a way to set an automatic flag on the customer interaction like it does when the book the event.
I think it would be helpful when you are looking at your overview screen to see quoted orders in the flagged section.
Maybe its an option that I am overlooking..
Thanks
The same question
There is no way to get recent quotes into the flagged leads area at this time. Most of our users feel like the flagged leads area already gets too busy. I will note that new quotes coming from your customers are shown in bold on the leads page until they are 'read' by clicking on them.
There is no way to get recent quotes into the flagged leads area at this time. Most of our users feel like the flagged leads area already gets too busy. I will note that new quotes coming from your customers are shown in bold on the leads page until they are 'read' by clicking on them.
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