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jprovan
11 posts
Joined
11/15/2006
Quotes modules issues
Posted: 09 Mar 07 10:10 AM Modified By jprovan on 3/9/2007 10:12:55 AM)
    The quotes module, as far as I can tell, only allows you to develop quotes that are associated with Accounts. This is kind of backwards. We develop quotes for potential clients. When the quote is accepted by the potential client, it becomes an Account. Has anyone run into this issue before ?
support
2239 posts
1st
Joined
1/3/2006
Re: Quotes modules issues
Posted: 09 Mar 07 10:37 AM

The Quotes module is still under development, so we can change this.  How would you like Quotes to work?

 
jprovan
11 posts
Joined
11/15/2006
Re: Quotes modules issues
Posted: 09 Mar 07 1:54 PM
Quotes should be able to be made at anytime in the sales cycle...Accounts, Leads, or Oppportunities.
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