Ideas for SalesPad Desktop

Create quotes for Prospects without converting Prospect to a Customer.

We send out a large number of quotes to prospects who never purchase from us and thus never become customers.  The way the program works now, we will soon have more non-customers in our customer table than real customers.

  • Guest
  • Feb 25 2016
  • Will not implement
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  • Admin
    Jacob Pegg commented
    April 19, 2017 20:16

    Now that opportunities have the ability to specify line items, I would recommend going that route and reserving quotes for true customers.