Add Charges to Leads

General Description

Add the Charges tab currently displayed in Opportunities where a quote has been generated in Magaya Supply Chain to the Leads where a quote has been generated in Magaya Supply Chain.

Current Functionality

Opportunity records that have a corresponding quote created in Magaya Supply Chain display a tab called CHARGES which shows detailed information about charges added to the Quote in Supply Chain along with aggregate values of the Expense, Income & Profit from the changes.

For more information please visit Magaya CRM: Preferred Currency for Accounts in the Magaya Knowledgebase.

This information is not available in Leads where a quote has been created.

Future Functionality

The same tab, summary values, and list of records from Magaya Supply Chain will be added to Leads in the Magaya CRM for which Quotes have been created and the relationship with Supply Chain has been established.

After a user creates a quote from the Magaya CRM Lead, a new tab titled CHARGES will be displayed and any charges added to the generated quote in Supply Chain will be displayed in the Lead. Leads where no quote has been generated will not display the charges tab.

For more information about how to create quotes from Leads in the Magaya CRM please visit Magaya CRM: Create a Quotation from a Lead in the Magaya Knowledgebase.