Estimate Tracking
T
Taya Fox
When building reports, currently you can only track invoices sent or opportunity statuses. It would be nice to be able to track estimates in the reporting window since we don't invoice through GHL
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Sales & Marketing
Merged in a post:
Estimate Tracking
T
Taya Fox
Currently we only have an overview of opportunities/ invoices in the dashboard view. It would be nice to compare quotes we've sent out month over month since we invoice from outside of GHL