Estimate Sales Cycle Status
An option to make a estimate as open/closed/accepted/lost and then have it pushed into a category or sort that shows only active/inactive estimates. It can be difficult to quickly see what estimates are still open/being worked, have been accepted/declined by the client and which ones you should follow up with. Along those same lines it would be nice to have an option on an estimate to assign a tech to follow up and have them remind via their dashboard, email and/or text that they need to follow up on a certain date/time.
This is live!
-
Tim Nyberg commented
This would be a nice feature, I'd like to use it but don't see those options in the new UI? How do we access those items?