Suggestion for improvement in quote management within the CRM
C
Compras DRH
Currently, when entering a business in the CRM and consulting the quotes, the system shows all the quotes associated with the customer, without distinguishing which business they belong to. This can lead to confusion and difficulty in management, especially when the same client has multiple active projects with independent quotes.
It would be very useful if the quotes were filtered by specific business, so that when you enter a business, only the quotes related to it are displayed. Additionally, an optional filter could be included that allows you to switch between:
Quotes for the current business.
Historical or general customer quotes