コンテンツへスキップ
メニュー
この質問にフラグが付けられました
1 返信
2526 ビュー

Do expired Quotations affect / impact the Sales Funnel?

アバター
破棄

Hello,

Can you please explain in detail?

著作者

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

最善の回答

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.

アバター
破棄
関連投稿 返信 ビュー 活動
1
5月 25
1432
0
11月 24
1068
3
4月 23
4690
1
4月 25
1136
1
10月 24
1753