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How I can make a quote to a new contact (whitout be a "client")

on 5/30/16, 6:52 AM 433 views

Hello everybody,

I have to separate my prospects (customer - not yet client of my company) to my clients. And when I make a quote, I have to transform my prospect in "client".

How I can do to keep my contact in a "prospect" mode and send to him a quote without transform him in "client"?

Thanks by advance.

Edser Solis
On 5/30/16, 3:18 PM

What you could do the simple way is to put them a tag Prospect, and on your customers view a default filter to specify "does NOT contain tag Prospect". 

Another and more automated would be a default filter if Total Receivables are equal to 0 or if Sales Order is equal to 0.

Have a check which of these work for you. And please let me know if they did. 

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Asked: 5/30/16, 6:52 AM
Seen: 433 times
Last updated: 5/30/16, 3:18 PM