Bulk Update Sales Quote Status
When a Sales Consultant is sending many sales quotes to customers, if left untidy, the Sales Quote Dashboard can become full of sales quotes that have not eventuated in a successful sale. The Sales Quote Dashboard is a handy tool to quickly select multiple sales quotes and update the status to Lost in one easy operation.
On the left of the Sales Quote Dashboard, there is a Row Selection check box, as shown below.
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Tick the checkbox for each sales quote that you would like to change the status to Lost, as shown in the example below.
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Click on the Actions button, as shown below.
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Select the option Mark Selected as Lost.
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Select the Reason Lost using the drop-down options available, as shown below.
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Click on the Mark as Lost button, and the operation will be complete.
Related User Guide Topics
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