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Categories CRM App
Created by Guest
Created on Sep 21, 2022

Additional Records of a Declined Quote

"When declining a quote you get a yellow message box in the quote itself but no other record. It would be great if a note also gets added to the Activity of the Contact or the Lead. Makes it a lot easier to look up and you won’t lose the history if a user later on messes around with the quote. Something simple would be fine “Quote 534073 Declined online by customer”."

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