Merge and clean-up tools for listing sites and other areas

Some of my quotes are not coming in with a listing site entered

You recently set this up to automatically populate the Listing Site and mentioned in the announcement that you would be providing in the future

"merge and clean-up tools so that you can organize these listing sites better"

I would like to request that feature as it has not yet been done.

Also,

When manually creating a quote it would be nice if you could identify a Default Listing Site so that you had one less field to fill in.

I have 100s of quotes without a listing site entered.

When inquiries are turned into quotes, we are taking the listing site source and adding it to the quote. That was in the release you read about in our May blog post and it is working:

https://www.ownerrez.com/blog/may-product-update-6-new-trigger-tag-automations-google-adstag-manager-support-new-gap-night-field-codes-more 

When quotes are manually created, the person creating the quote needs to enter a source. For the quote in your screenshot, this was never an inquiry. The user manually entering a quote will need to add a source to the quote in this case.

If you have additional specific questions, don't hesitate to reach out to us at help@ownerrez.com and we'll be happy to take a look for you.

Also,

When manually creating a quote it would be nice if you could identify a Default Listing Site so that you had one less field to fill in.

I have 100s of quotes without a listing site entered.

Hey Sloanish,

To follow up with Suzee's reply above, I do want to let you know that we have plans to default to a listing site as opposed to "None". I have no ETA to provide there, and we may not get to it on the roadmap for this year, but it has been discussed.