How To: Move an Unsuccessful Quotation back to Pending
Table Of Contents
If a quotation has been marked as unsuccessful by mistake, or a customer has decided to proceed after all, you can move the quotation back to a pending status. This allows the quotation to continue through the normal sales process.
Move a Quotation Back to Pending
- Open a CRM Manager screen. If required, see How To: Open a CRM Manager Screen.
- Open the Quotes (Opportunities) tab.
- Set the Status filter to Unsuccessful and switch the traffic light filter to Green.
- Set any additional filters to locate the quotation you want to update.
- Click Go.
- Select the quotation you want to move back to a pending status.
- Right-click the quotation and select Mark Selected Unsuccessful as Pending.
- When prompted, select Yes to confirm.
Additional Information
- Once confirmed, the quotation will be returned to a pending status and can continue through the normal quotation process.
- Before moving an unsuccessful quotation back to pending, you may wish to add a communication log entry explaining why the status is being changed. This can provide useful context for future reference. See How To: Add a Comm Log Entry to a Quotation