Quotes - Changing Quote Status to Lost 


Quote - Changing a Single Quote Status to Lost

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

  2.        Select {Quote} from the Type drop-down and {Active} from the Status field.

  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#. 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.