ESTIMATE HISTORY

FEATURES:

- Updated automatically from Estimate Program

- Identify Estimates by Customer, Sales Rep, Industry and ProductType

- All Reports are range and date specific

- % Won Reports by Customer, Salesrep, Estimator, Estimate Type

- Identify Customers who haven't requested Estimates

- Flag estimate for follow-up

 

BENEFITS:

- Find Estimates Quickly

- Identify Estimate / Job Ratios by Customer, Sales Rep, Industry and Product Type

- Provide Salereps with a list of all estimates for follow up

- Ensure you are selling most profitable type of work

- Follow up Desirable Estimates to ensure they aren't Lost

 

 

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