Purpose
What this capability is for
Keep the right contact people with each customer.
Availability
Available
Available
Available in the app. Your plan, role and any required account setup determine what you can use.
Your plan, role and account setup determine which controls you can use. Ask the Owner if a feature is missing.
Workflow position
Keep enquiries and quotes together.
Take enquiries through to accepted quotes without losing customer details.
Intended outcome: Less retyping as an enquiry becomes a job.