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Automatically Recording history when creating a quote for a customer

New Member
Posts: 20
Country: USA

Automatically Recording history when creating a quote for a customer

Does anyone know if this can be done?

Copper Elite Contributor
Posts: 514
Country: USA

Re: Automatically Recording history when creating a quote for a customer

Are you using the opportunities feature in ACT!?  When you create a quote and print it (even if you print it to a PDF) it will then automatically create a history for you.

 

You can then run reports on the number and frequency of the quotes being sent out.

 

Hope that helps.

Mark Hammer
ACT! Fanatic