In iQuote, and a follow up activity is selected after submitting a quote to a customer, the default date for that activity should be the Estimated Customer Reply date
Sarah Cenedella
| How often would this idea be used? | Daily |
| 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? | A Team or Group of People(5-25) |
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What problem is your idea trying to solve?
The Sales team is finding there are a lot of extra little steps they have to take with quotes and activities that could shave off minutes of their time each quote - and when you multiply that by a 100 quotes, can save hours. |
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