Unsold Estimates Follow up notes

megant
New Contributor

Having a column for follow up notes that have been logged for an unsold estimate would be super helpful. Kind of like the follow up notes that recurring service events . 😁

1 REPLY 1

DanielleCombs
Valued Contributor

This is a great idea, would you mind submitting it under the Ideas section so it can be considered by our product team? My husband is a comfort advisor and would love this!ex.PNG