Estimating - Salesperson, Estimator and Confidence tracking now on estimates for better sales analysis

With our new estimating screen, you can now:

  • Assign the estimate to a specific salesperson in your company
  • Assign the estimate to a specific estimator in our company
  • Predict a confidence rating - how sure (or unsure) you are of landing the estimate

All 3 will make for better sales reporting as we can drill into success rates by estimator and salesperson and better predict our sales pipeline using the confidence rating.



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