When creating a quote, it would be helpfull to also add the account manager linked to the company.
Currently you only have owner (the person that created the quote). In the set-up we use, internal sales will set-up a quote, while the company account manager will follow it up.
Consolidated into: Accountmanager filter in opportunity & quote overview
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Closed
Feature Request
[CMP]_Quotes
Over 1 year ago
Get notified by email when there are changes.
Closed
Feature Request
[CMP]_Quotes
Over 1 year ago
Get notified by email when there are changes.