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Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Search for Successful Quotes/Estimates
We generate quotes to customers, and our sales team has asked for a saved search that measures the success rate of these quotes.
If a user creates a Sales Order from the Quote, it's simple to create this search, based on the 'Created From' transaction.
What I'm struggling with is: when the user manually creates a Sales Order, for a quoted item... there's no link between the Quote and Sales Order transactions. It's still a successful quote, but not traceable.
For example, Customer X gets Quote Q-123 for Item ABC. They place an order for ABC, and our salesman manually enters Sales Order
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