Link Multiple Quotes
It would be awesome to be able to link 2 or more quotes to a lead. Sometimes My measures don't create a lead and I have to create one in CRM that is not linked. I used to be able to create a lead from Measure Mobile's Customer Info after the fact but that capability is now gone since recent update. Anyway when using this work around it will only allow one quote to link to the lead. Also can't share the quote from CRM so it's basically just a note with no functionality.
Often I don't have all the products and services in the Measure file so creating a second quote is much easier to simply copy in core. It would be nice to be able to share both quotes from CRM and let the customer have them both in one link.
Comments
I have spoken to our Project Manager overseeing CRM and this is on the roadmap to being Implemented. They are currently working on a way for related quotes to easily connect to the opportunities. There is not an ETA at this time.
This would also help with more accurate close rates.
We use related quotes in core all the time and I agree that we should have a way to attach them all to the lead in CRM. Right now when we convert a related quote we have to manually move the lead to won and attach the order, it should be able to do this automatically
I very much agree with this! I'm surprised it wasn't possible already.
We cannot understand why this feature hasn't been added. We have found many reasons why we need to link multiple quotes. We export out of measure and we use measure desktop. We duplicate quotes often so we can access our close rates. Close rates are extremely important. Also, occasionally one sales person starts a quote for another sales person and doesn't start in CRM. Please add this feature.
Are we seeing any movement on this yet?
Beuhler….? Where are you at on this RFMS? Should also be able to create a lead in CRM from a quote that has no measure file. Not everything needs to be done the way programmers want it. CRM needs to function well for the sales person, period.
Checking in again. Has anyone heard of any updates on this?
Crickets...
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