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Categories CRM App
Created by Guest
Created on Jun 19, 2024

Have a way to report on sub-Quotes and simple Quotes

Currently both sub-quotes and simple quotes show when reporting on opportunities but sometimes it would be good to just see your opportunities (not simple quotes). For reporting it would just help visibility if there was a field to differentiate. Simple Quotes are used for quicker quoting when you are sure it's going to get over the line quickly whereas just Opportunities is generally for larger leads with many quotes so it would be good to track these just on their own sometimes. Especially so you can compare between the two.

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