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#68811
-
10/19/22
01:09 PM
Copying Quote Templates to Active Quotes SalesCQ
michael862
New Guy
Registered: 12/23/19
Posts: 6
Loc: Ontario Canada
With the latest release of SalesCQ, when we find a template and copy it to a customer so that it becomes an active quote, the new active quote has been toggled as expired. Please see attached screenshot. How do we fix this ?
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Screenshot 2022-10-19 160634.jpg
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#68813
-
10/19/22
02:21 PM
Re: Copying Quote Templates to Active Quotes SalesCQ
[
Re: michael862
]
Softrak Support
Adagio Action Team
Registered: 03/09/99
Posts: 11571
Loc: Vancouver, BC Canada
Hello Michael,
We didn’t change SalesCQ in this area.
Edit your template quote and make sure that IT isn’t set to be expired.
_________________________
Regards,
Softrak Tech Support
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