What are the different quote statuses?
- The three different quote statuses are ‘Open’, ‘Won’, and ‘Lost’
- ‘Open’ quotes are waiting to be accepted by the customer and do not appear in your cash flow forecast
- Once a quote is accepted by the customer, set it to ‘Won’ and it will appear in your cash flow.
- Once the quote has been converted into an invoice, it will still appear in your cash flow.
- If an ‘Open’ quote is rejected by the customer, transition its status to ‘Lost’ and it will not show in your cash flow
- To change the status of a quote:
- From the main menu select ‘Quotes’
- Select the quote that you want to update
- Select the ‘Status’ drop-down and change the status
- Select ‘Done’