Auto Status Change
Stefan Reckson
When you send an estimate to a customer, the status of the LEAD should automatically change to ESTIMATED. If you need to change it back, then you should be able to manually change it back. Our guys send estimates but don't change the status. And they ignore the automated reminders. When I look up estimates to see what has not been sent, I have to go into each one to see if it was sent. I just make sense to me, when you send an estimate, it is ESTIMATED.
Tammy Dupuis
I agree or change status to PENDING WITH CLIENT, some kind of indication that makes first glance easier to see. it would also be great to see when it was sent to the customer in an easier way rather than having to look through the activities list of the lead.
Talisa Rafferty
Agreed. We've asked for this for a number of years.
Daniel Strohm
I agree!