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MPastranaRios
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Member since ‎Jul 12, 2021
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Marina Pastrana Rios

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Arne on June 17, 2019
It’s a nightmare that quotes are no longer accessible for the customer nor possible to just reactivate them as a seller. It would be OK to have customers access it but as „expired“. For sales, recreating a quote just because a customer orders a few read more
57 upvotes
22 Replies
Member
June 07, 2022
Would be a great feature. Our clients finds it super unprofessional that they can't access the quote after it has expired, often resulting in us "los...read more
Arne on June 17, 2019
It’s a nightmare that quotes are no longer accessible for the customer nor possible to just reactivate them as a seller. It would be OK to have customers access it but as „expired“. For sales, recreating a quote just because a customer orders a few read more
57 upvotes
22 Replies
Member
June 07, 2022
Would be a great feature. Our clients finds it super unprofessional that they can't access the quote after it has expired, often resulting in us "los...read more
Arne on June 17, 2019
It’s a nightmare that quotes are no longer accessible for the customer nor possible to just reactivate them as a seller. It would be OK to have customers access it but as „expired“. For sales, recreating a quote just because a customer orders a few read more
57 upvotes
22 Replies
Member
June 07, 2022
Would be a great feature. Our clients finds it super unprofessional that they can't access the quote after it has expired, often resulting in us "los...read more
DinkyDory on June 17, 2021
We'd like to retain historical info for deals/pipeline and reporting of those who've worked on contacts, companies, leads etc once they've left the team. Currently, the only option is to remove them and remove them from deals/contacts etc. You read more
2 upvotes
1 Reply
Member
July 12, 2021
I am currently keeping ex-employees within our account exactly for this same reason. I am also wondering about revenue reports, since they are often ...read more
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