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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