Allocate names against projects to see who is looking after the project
When you have multiple people under the one company name working within estimate one, would be good to allocate names to particular projects on the invitation & watchlist screens.
Blaze
shared this idea
Thanks for the suggestion! We are looking into how to give teams greater control over their watchlist and invitations, including allocating them to users within company accounts.
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Whittaker Maria
commented
Different builders invite different sales team people to quote on the same project. This causes a lot of doubling up on paper work + crm systems. To reduce confusion from both ends, can we include a button on the invite page which advises the builder that we accept their invite and who will be quoting from our team.
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Aline Christ
commented
Would like to be able to forward the tenders onto others users within my organisation for ease of distribution.