Quote status zelf veranderen
10
votes
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.
Comments: 1
-
02 Sep, '22
Victor Raessen AdminHi 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.