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

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

Click on the Actions button, as shown below.

Select the option Mark Selected as Lost.

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

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

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.