close

Bulk Delete Sales Quotes


When there are too many sales quotes that are marked as "Lost"  or in draft "Created" status and unwanted, there is a very useful tool in the Sales Quote Dashboard to quickly select multiple sales quotes and delete in one easy operation.

On the left of the Sales Quote Dashboard there is a Row Selection check box, as shown below

Tick the checkbox for each sales quote that you would like to delete, as shown in the example below.

Click on the Actions button, as shown below.

Select the option Delete Seleted.

Click deletion operation will now be completed.

Related User Guide Topics

Bulk update Sales Quote Status to Lost
11 Mar 2021
When a Sales Consultant is very actively and sending many sales quotes to customers, the Sales Quote Dashboard can quickly become full of sales quotes that have not eventuated in a successful sale.  There is a very useful tool in the Sales Quote Dashboard to quickly select multiple sales quotes and update the status to "Lost" in one easy operation.
Bulk Delete Sales Quotes
11 Mar 2021
When a Sales Consultant is very actively and sending many sales quotes to customers, the Sales Quote Dashboard can quickly become full of sales quotes that have not eventuated in a successful sale.  There is a very useful tool in the Sales Quote Dashboard to quickly select multiple sales quotes and update the status to "Lost" in one easy operation.
Revising a sent Sales Quote
28 Nov 2019
There will be occasions when your customer provides feedback on your sales quote and you need to modify the sales quote and resend it
Customer Address Book
30 Oct 2019
The Customer Address Book feature allows all Sales Consultants to save customer contact details.  When a customer is saved to the Customer Address Book QuoteCloud will automatically complete customer details when creating sales quotes. 

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved