Have the ability to close out old quotes in mass when a rep has left the company, like closing past due activities or opportunities without linked quotes in mass.
How often would this idea be used? | Weekly |
How much time would you save when the idea is implemented? | It would save hours of work |
How many people at your company would benefit from this idea? | Some people (2-4) |
What problem is your idea trying to solve?
Save time and clicks on the keyboard |
It is VERY time consuming to close 100 quotes manually one-by-one when a sales rep leaves without updating their old quotes. It is also very tedious to reassign all their quotes to another rep one-by-one. There's got to be a better way!