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Adam Shoop

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  1. Email responses to quotes should come back into JobNimbus

    10 votes

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    2 comments  ·  SumoQuote  ·  Admin →
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    Adam Shoop commented  · 

    This should have been changed yesterday. I want to keep all communications inside the system. If an estimate is sent out a lot of times the people will reply with questions. Having those questions kept inside there job cards is crucial when reviewing the jobs later on. Having it sent to personal emails of sales reps just leads to unnecessary extra steps and/or information being lost in the shuffle and more potential for upset customers.

    Adam Shoop supported this idea  · 

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