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  1. Homepage - Add a Quote widget with "View All Quotes" shortcut.

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    2 comments  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for the suggestion—it’s clear that having a dedicated Quotes widget with the shortcut on the dashboard would make it easier to monitor pending sales and follow up with customers quickly.

    I’ve moved this to Gaining Support so we can track interest and give our product teams visibility of how much a dashboard shortcut like this could help streamline your sales workflow.

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    Amelia Sykes commented  · 

    This would also be great for me to quickly see which quotes I need to follow up on