Add reporting so quotes and inspections can be identified as having originally started as abandoned orders.
The discussion noted that abandoned orders are currently being converted into quotes as a workaround so quote action flows can run, but this loses visibility into how many opportunities originally began as abandoned orders. The team wants to preserve that origin for analysis even after the record moves forward in the workflow.
The specific use case mentioned was close-rate analysis. If abandoned-origin records later become quotes and inspections, the team still wants to report on how many started that way and how well they convert. The discussion suggested this may need to behave like a distinct quote type or otherwise preserve abandoned origin separately from the current status so reporting stays accurate.
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Planned
Main App
10 days ago
Linear
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Planned
Main App
10 days ago
Linear
Get notified by email when there are changes.