-
Notifications
You must be signed in to change notification settings - Fork 0
Sales Task Changes #67
Copy link
Copy link
Open
Labels
bugSomething isn't workingSomething isn't workingdocumentationImprovements or additions to documentationImprovements or additions to documentation
Description
everbee7
opened on Nov 8, 2025
Issue body actions
- Scenario: Open quote -> Sales tab -> open task then marking quote won/lost... the quote that is open needs to be updated. Problem: eg after marking won/lost from the task, the quote which is still open shows the old status eg Sent. You can add or trigger an existing bus listener for this I think.
- Task when marking lost - move lost reason component out of modal and show component inline below the action buttons (client thinks this will make ui better) (could end up reverting back to modal) (don't spend much time on this if it doesnt work easy I'll advise the client I don't recommend if not easy to just show them its no better when its implemented inline)
- Task when clicking Inside Sales button - move the InsideSalesAssignModal component out of modal and show component inline below the top buttons (client thinks this will make ui better) (could end up reverting back to modal) (don't spend much time on this if it doesnt work easy I'll advise the client I don't recommend if not easy to just show them its no better when its implemented inline)
- InsideSalesAssignModal add option for Queue (note that I made some changes which unified insideSalesEmployees source in commonFuncs, so now there is a mix of queue and unassigned status which likely still has to be dealt with pls)
Reactions are currently unavailable
Metadata
Metadata
Assignees
Labels
bugSomething isn't workingSomething isn't workingdocumentationImprovements or additions to documentationImprovements or additions to documentation