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.