We would like a pop up message to appear to the salesman when they go to do a quick quote or quote in iquote... which either directs them to look at notes and docs on the saleslink acct level or shows the notes and docs in the pop up
Janet Perry
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | We cannot operate without it |
| How many people at your company would benefit from this idea? | Everyone |
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What problem is your idea trying to solve?
save time when producing quotes by having information available |
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Hi Janet, could you provide some recent example scenarios where this issue came up?