CRM Sample Check Out
Sample Check Out -
In products have a box to click if sample is being taken by the customer or scan again somehow. Have a button on products to scan samples back in or uncheck the box when returned.
A sort feature on the pipeline view to only show opp's that have checked out samples
for followup.
Create a Sample Icon to show on the Opp when samples are out. The color changes if out < 3days, 3-6 days, >6 days etc
Comments
Great ideas!
That is a great idea!
I liked the idea.
Drift Boss
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