mcv
10 years agoExperienced Cover User
i used to use crm which let you set a date for when the quote was won or lost and then enter a note about it - why it was won or lost - it is very annoying whenever i entere a sale for a certain custommer and the pop up list with 20 quotes on it appears and i have to dselect new sale every time. they should be saved in a list like the job list where you can see the quotes via customer etc and also won/lost
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