Quote Statuses

Owned by Allison Derome (Unlicensed)
Sept 06, 2019
1 min read

Multiple Quote statuses

You can have multiple quote statuses setup with the same function (BUZ has different functions that orders go through). This allows you to quote and go through a process of statuses as required prior to accepting the quote.

See below example

  1. Click the status quote (in blue) on the RHS 

2. Select from the drop down list of statuses.

The statuses can be setup in sales settings → Lead Status & Order Status