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Quote status zelf veranderen

Feature Request

Quote "Draft" kunnen veranderen in Declined of een nieuwe status: Afgehandeld

of Ander product of Wachten of Volgende maand.

Eigenlijk zelf een status kunnen toevoegen of naam wijzigen.

Jira: TN-5290

Status: Done1 comment

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Comments1

  • Victor Raessen

    Team•

    Mar 10

    **Eric Knops** (2022-09-02): Hi Edwin, you can already approve or decline on behalve of your customer. The quote status fields are system field in Autotask and cannot be changed or expanded. What you can do is add or change the opportunity stages and keep track of your pipeline using the stages as filters. Will will be adding an internal note field to quotes that links to the quote comment field in Autotask which can be used to provide a lost reason.