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Status Already exists
Product/Extension Magaya Freight Portal
Created by Jan-Henrik Hertel
Created on Jun 6, 2022

Add Quotation Close Reason

When you close manually a quotation, it would be great to add a reason, why the quote was closed. For example, "Tariff was too high", "Customer closed with other FFWW". This permits a further analyze of the quotations at the sales radar.

  • Attach files
  • Jan-Henrik Hertel
    Nov 24, 2022

    Hi Martyn,

    the text you add to the Activities is visible at a report or at the Sales Radar or how can I analyze the close reasons?

  • Admin
    Martyn Verhaegen
    Nov 24, 2022

    We recommend leaving a comment using the new Activities in the Quotation.