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SHast
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Member since ‎Jul 19, 2019
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  • Replies
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  • Upvotes Given
    12
  • Upvotes Received
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  • Ideas
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Stacey Hastings

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Activity

QPatrouillard on October 17, 2022
Development took out this function mid-October and this has become a burden for Sales Team or anyone making Quotes This function existed for a few months and suddenly was taken out now creating more work for the user by having to find his speci read more
7 upvotes
5 Replies
Participant
October 19, 2022
This was an awful and impactful change for my whole team. We do not use the quotes page, we have been using the Deal Record page exclusively to inter...read more
Solved
SHast on August 10, 2021
Can you please add the Deal Status field to the colums listed on the Quotes view under Sales. I have no way to know if I care that a quote is signed or not when I can't see the deal stage it is in. Thank you!
0 upvote
4 Replies
Participant
August 11, 2021
Yes. I would like the deal stage column added to the view.
SHast on August 11, 2021
The quote view under the sales tab is missing 2 critical pieces of information, and there is no way to customize the view myself... as that is not an option. 1. We need to see the deal stage of the deal that the quote is in. You list the deal nam read more
1 upvote
0 Reply
Solved
SHast on August 10, 2021
Can you please add the Deal Status field to the colums listed on the Quotes view under Sales. I have no way to know if I care that a quote is signed or not when I can't see the deal stage it is in. Thank you!
0 upvote
4 Replies
Participant
August 11, 2021
Yes. I would like the deal stage column added to the view.
AlexHodgson on April 16, 2019
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q read more
148 upvotes
64 Replies
Participant
August 09, 2019
I really hope this is changed in the future. I would like the ability to Reopen a published quote, or clone a a published quote. As I am cruising thr...read more
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