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Status Already exists
Categories CRM App
Created by Guest
Created on Oct 14, 2019

Displaying quotation as won/ dead on quote records

When closing a quote as won or dead, the CRM still displays the quote record as "quotation" in orange, see the screenshot of a won quote. Some companies don't confirm their quotes through the CRM and instead must leave them in a won/ dead state. Won/ dead quotes could have a difference in the quotes records to help identify them as being won/ dead before opening them. This could be an improvement to the way data is represented to the user in the CRM. For example each description in the description column could have a unique colour and different text to show if it won or dead.

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