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Product Suggestions
Categories CRM App
Created by Guest
Created on Sep 5, 2023

Pop-up message when adding products to a quote

When adding a product to a quote, there may be certain things that a sales person would need to check. It would be useful for our users if we could present them with a pop-up that the sales person can use to confirm that they are adding the right product or type of product to the quote. For example if a customer is buying a part for an already existing product they have, then we display could display a warning to check the specs with the customer before adding the item to the basket. Sales people may not be aware of every requirement for every item that is sold so reminding them would prevent issues with sending out the wrong part/variant.

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