Use Comments to Track Quote Progress |
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All statuses will open a new line in the Comment grid where the user should add an appropriate comment on why the status has changed.
Users should be encouraged to enter a new comment when customer contact is made, and to add useful information for the quote record.
The Comment grid text only appears on the Quote Internal Report – but can be reported on, and searched.
The comments within the grid cannot be reordered.
How to Create a Quote from a Previous or Similar Quote Create a Template for Recurring Quotes |