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Sales Plan Requests

Conversion is worked out automatically — a plan counts as converted when its quote number shows up as the source quote on a job.

New plan request

 
Enter one and the rest fills itself in. Leave blank and add it later — this is what links the outcome.

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Requested Customer Vehicle / request Rep Pri Due Status Time Quote Outcome Value

Edit request

 
Only needed when the job was raised under a different quote #.
Open in Products

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