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10 Not supported for the current status
Created by Guest
Created on Oct 30, 2024

Project Status verification prompt upon Check-in

We utilize the Project Status field in our day-to-day workflow to track where the project may happen to be in the sales cycles, ex: Qualification, Estimating, Proposal Sent to Customer, Negotiation/Review, Project Awarded, etc. Some members of our sales team don't update the project status when closing their project because it is an extra step for them. It would be great to have a prompt upon Project Check-in to allow the user to change the project status quickly.

    Not supported for the current status
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