close

Bulk Update Sales Quote Status


When a Sales Consultant is sending a lot of 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.  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.

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.

Back to Top