Accounts (Quotes) & Leads: Multiple Quotes and Cloning Feature
Summary:
The feature request aims to introduce the ability to generate multiple quotes for a single lead. Additionally, it requests the implementation of a cloning feature to duplicate leads or quotes, enhancing efficiency when clients require variations of a quote for comparison.
Intended Outcomes:
Quote Variations: Users can create and manage multiple quote options within a single lead, offering clients variety and flexibility.
Clone Quotes &/or Leads: The cloning feature saves time and effort by eliminating the need to manually recreate similar leads or quotes.
Status: In Review
Log in to comment and vote
No comments yet
Be the first to share your thoughts.