Ability to export post sale credit claims.
How often would this idea be used? | Monthly |
How much time would you save when the idea is implemented? | It would save a day of work |
How many people at your company would benefit from this idea? | A Team or Group of People(5-25) |
What problem is your idea trying to solve?
manually reviewing the list of post sale credit claims |
The sales ops team wanted to use an export vs reviewing online. Over the course of a year they have around 230 credit claims to manage.
Could you clarify why you would want to review the post sale credit claims in an export rather than in iQuote?