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

Sales Quote and Sales Proposal Software - Bulk update Sales Quote Status to Lost - illustration 1

Tick the checkbox for each sales quote that you would like to change the status to "Lost", as shown in the example below.

Sales Quote and Sales Proposal Software - Bulk update Sales Quote Status to Lost - illustration 2

Click on the Actions button, as shown below.

Sales Quote and Sales Proposal Software - Bulk update Sales Quote Status to Lost - illustration 3

Select the option Mark Selected as Lost.

Sales Quote and Sales Proposal Software - Bulk update Sales Quote Status to Lost - illustration 4

Select the Reason Lost using the drop-down options available, as shown below.

Sales Quote and Sales Proposal Software - Bulk update Sales Quote Status to Lost - illustration 5

Click on the Mark as Lost button, and the operation will be complete.

Related User Guide Topics

Bulk update Sales Quote Status to Lost

11 Mar 2021

With so many deals, Sales team are time poor that’s why QuoteCloud makes it easy to edit deals in bulk. Giving you more time to close that next deal.

Bulk Delete Sales Quotes

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Sales teams need to focus on the next deal not get hung up on the losses. That’s why QuoteCloud allows users to quickly clean up all their old documents and focus on the new.

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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

If QuoteCloud recognises a customer name or email address new sales quotes, the software can automatically complete customer details.