Skip to main content

Track the status of sales Quotes

This is part of the Sales Quotes Add-on Module.

You can update the status of Quotes to record progress towards becoming an order.

  1. Navigate to sales section icon Sales, then sales quote icon Quotes.
  2. Find your sales Quote from the list and double-click it.
  3. Above the financial summary table on the right side there is a Status drop-down menu. Click to change the status from "Open" to "Waiting on Customer" or "Lost".