Mark Unsuccessful Quote as Pending
Overview
This video explains how you can change the status of a quotation from unsuccessful to pending, for example if the customer has changed their mind after considering the offer. There are step-by-step instructions below the video.
Steps
- Open the CRM screen.
- Click on Opportunities (Quotes).
- Change the Status filter to view unsuccessful quotes.
- Select the quote you wish to mark as pending.
- Click on the Grid Actions button.
- Select on the Mark Selected Unsuccessful as Pending.
- Click Yes and then Continue in the popup.
- Change the status filter back to pending to view the quote.