When we go to tie a work order to a closed won lead, we are not able to enter a dollar amount that is different than what the work order shows. This is an issue because sometimes we have the work split between multiple work orders. We cannot tie multiple work orders to a lead, and we also cannot change the dollar amount to be different than what the work order shows.
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? | Most people (25 + ) |
What problem is your idea trying to solve?
A solution to this would be to allow us tie multiple work orders to a lead or to fix how the dollar amount automatically updates. |