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Manage your quote pipeline
Manage your quote pipeline

There is a system field that allows you to easily see when quoted works are due to start.

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

When adding a new quote for a customer or editing an existing quote you can now select a new system field called.

By selecting this field you can now do an advanced search to see what works you have quoted are due to start this month or next month. This will make it easy to see who needs following up on.

Go to Sales tab > Quotes

Choose on the add quote or you can edit an existing quote.

Once you have selected the expected start date you can now search for this via the advanced search.

Click on search

Up comes the Quotes that are due to start in the selected time period. This view includes

Quote number, date the quote was created, project, customer, margin and total.

Time to follow up the customers and ask for the job!

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