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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Jan 17, 2020

Easily Book Unsold Estimates into New Jobs

User's would like the ability to create a new job easily from unsold estimates, so they can go out again in an attempt to follow-up on that unsold business. Currently, the way opportunities are configured there can only be 1 opportunity closure before the whole thing is dismissed. Customers would like the ability to present estimates to do electrical work in 5 different rooms of someone's house, and keep following up until all 5 are sold (or the customer completely refuses). Right now the only option for this is to either un-dismiss the main opportunity so it doesn't disappear from the "follow-up" tab or copy the estimates into several new jobs. For this user (specifically the electrical trade) there is a big need to have multiple opportunities within 1 customer interaction. 

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