Quote - Changing a Single Quote Status to Lost

Step      Action

  1.        From the Quote View page, hover mouse over Actions menu and select 

{Lost} from the drop-down. Or from the Quote Search page, hover mouse over 3-Dot Actions menu and select {Lost} from the drop-down.

               A pop-up window will confirm the quotes lost successfully.

Quote - Changing Multiple Quote Statuses to Lost

Step      Action

  1.        Select {Quotes}. The page will open on the Quotes tab.

  2.        Select Active from Status search filter drop-down.

  3.        Select {Search}. The page will refresh with active quotes only and the option 

to action as Lost will be visible.

  4.        Select quotes to action by checking boxes to left-hand side or Order#.

  5.         Select {Lost}. A pop-up window will confirm the quotes lost successfully.

To change a quote status back to active:

Step      Action

  1.        Select {Quotes/Orders}. The page will open on the Quotes/Order tab.

  2.        Select {Quote} from the Type drop-down.

  3.        Use search filters to locate desired quote. Select Order# to open the quote's 

view page.

  4.        Hover mouse over Actions menu and select {Back to Active} from the drop-

down. 

             Note: The Back to Active option is only visible on lost quotes.

             A pop-up window will confirm the quote has been marked back to active.