跳至內容
選單
此問題已被標幟
1 回覆
2454 瀏覽次數

Do expired Quotations affect / impact the Sales Funnel?

頭像
捨棄

Hello,

Can you please explain in detail?

作者

I was able to determine that Expired Quotes will show up in the reporting / sales funnel until they are manually canceled.

最佳答案

I have the same problem. It seems like the expiration date doesn't control anything at all. This is especially bad because the draft SO's are still hanging in the forecast of the corresponding products forever. 

I can't imagine that no one has ever thought of this? I mean, the simplest thing would be to automatically cancel an expired offer and/or give it an "Expired" status.

頭像
捨棄
相關帖文 回覆 瀏覽次數 活動
1
5月 25
1363
0
11月 24
1041
3
4月 23
4604
1
4月 25
1044
1
10月 24
1642