Estimate Dismissal

inf8380
New Contributor II

We are wondering if there is a way to have a drop-down menu when dismissing an estimate to write in why they are dismissing the estimate.  Or prepopulated dismissal reasons (price to high, found someone else, etc.)

That way we can pull a report on dismissed estimates and the reason why it is being dismissed?

 

Julie Marlowe
1 REPLY 1

Dave
Contributor

Love this!! Wish I was more technically inclined so I could start an idea and try to steal your glory.   😉