Prevent a quote from being WON if a prospect account # is on the quote.
This is one more step to be sure that all of the deal details are correct and sales agreement is correct before winning the deal so that we don't have to go back and correct paperwork. Thank you.
I can see where this is beneficial under certain circumstances and like the idea. If it was implemented, I think it should be a configurable option (either on or off) and maybe add some additional logic, can mark it WON if the prospect has been submitted for an account or maybe based on machine status, ect.
Deborah Styring
I can see where this is beneficial under certain circumstances and like the idea. If it was implemented, I think it should be a configurable option (either on or off) and maybe add some additional logic, can mark it WON if the prospect has been submitted for an account or maybe based on machine status, ect.