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Quotes. Add User, Probability and Currency to columns and filter

  • Garth Drummond shared this idea 3 years ago
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  • 2 Comments


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As a sales person/manager
on the quotes.php page
I would like to add the following columns and filter options
- the user that added the quote
- the probability % of landing the sale
- the currency the quote was done in
so that we can budget forecasts

As a sales person/manager
on the add,edit quotes page
I would like an option to add/edit the probability of landing the sale
so that we can budget forecasts

2 Comments

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williamwhite commented 2 months ago
Feature requests like this show how important good CRM tools are for sales teams. Adding fields like the user who created the quote, probability of closing the deal, and currency can really improve forecasting and budgeting accuracy. Small improvements in dashboards and filters often make a big difference for managers tracking performance. After digging into system tweaks and workflow ideas like this, I sometimes take a quick mental break with a simple game like Wacky Flip. https://wacky-flip.com