We need to be able to select which division a prospect is related to. Currently, the Prospect quote is associated with only one division. Our divisions are branded differently, so any quote that isn't for 01- comes up with the wrong logo. And then you can't copy it over to a new quote in the correct division. So then we export to word and edit there, or edit the pdf. Not a time saver!

by: Ann M. | over a year ago | Customer Mgment (CRM)