Quote badge feature

Here’s how it works
  • Here is a quote without assign FTM & appointment date.
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  • Here is how it looks when set FTM & appointment date by using Quote badge feature. You’ll be able find i icon on those columns when you set FTM & Appointment date manually.
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Here’s how to badge a quote
  1. Open the quote you want to assign.
  2. Click on three-dot actions menu & select Quote badge.
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  3. You’ll be able set FTM & appointment date in the quote badge window.
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  4. Then press Set to save your changes.