Client Query - Why is my quotation not showing in CRM Leads (Comm Log) screen?
Question/Problem
A quotation is not appearing in the [CRM (Leads)] screen for a callback.Resolution/Solution
Sales orders (or Quotations in this case) won't show in [CRM | Leads (Comm Log)] until you have added a new Comm.
Sales orders (or Quotations in this case) won't show in [CRM | Leads (Comm Log)] until you have added a new Comm.
Log in the CRM tab of the sales order, see the video How to Create a Comm Log Entry in a Sales Order.