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Categories CRM App
Created by Guest
Created on Aug 22, 2023

Flag a quote with zero value in CRM

Customer wants to make sure that no quotes with zero value is being confirmed on CRM and would like the system to flag the user so they can either approved or cancel the quote made.

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  • Guest
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    Aug 22, 2023

    Yes please! There needs to be a manager approval before a quote can be created reflecting zero selling or zero costs