Hello,

One of my users has been tracking a prospect using SalesCQ. We won the bid, and he transfered the prospect to the Customer base, but all the notes that he entered are no longer present as the customer, and the prospect is no longer present in the Prospect list.

Working as intended? If so, aside from exporting notes, what is the best way of keep this history intact?

Thank you,

Joe

What version of SalesCQ are you running? How did you transfer the prospect to a quote? Where were the notes entered?

I tested with version 8.1C (121012) and all notes and alerts were moved from the prospect to the new customer, whether I simply transferred from the Edit Prospects screen, or created a new OE order from the prospect quote on the Edit Quotes screen.

Of course, if you meant that the notes entered directly on the quote did not go to the customer, then that indeed is true, nor does Order Entry currently support notes on orders. If this is your situation, then you would have to extract the notes from the quote(s) and import them to the customer. There is no Export Quote Notes process, so they would have to be extracted in a different way, such as GridView or perhaps printing the Quote Notes report to an Excel file (and layout re-formatting would be necessary).

After more than a little coaxing, the notes were not added to the Prospect, they were added to the quote. Thank you. The user will not make that mistake again.