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Product Suggestions
Categories CRM App
Created by Guest
Created on Sep 14, 2022

Quotes to be Active Engagement

A customer has suggested that quotes are classed as an active engagement. The argument being if we've logged a quote for them they must have at some point been engaged in order to request the quote.

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  • Guest
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    Nov 15, 2023

    Quotes and orders should count as active engagement. This is the most important engagement a customer / prospect can have.

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