How To: Mark a Quotation as Unsuccessful

Unsuccessful quotes are moved into the Unsuccessful stage in the Sales Invoice Manager. A reason why the quote failed to be converted into a sales order can be added to the unsuccessful quote, see How To: Add a Reason to an Unsuccessful Quotation. To mark a quote as unsuccessful:

  1. Open a CRM Manager screen (show me how).
  2. Open the [ Quotes (Opportunities) ] screen.
  3. Set the filters to bring back the quotation you're interested in.
  4. Click on the green Go button.
  5. Green select the quotation(s) to be marked as unsuccessful.
  6. Right-click and from the context menu select 'Mark Selected Pending as Unsuccessful'.
  7. In the confirm popup select 'Yes'.

Notes:

  • Before marking a quotation as unsuccessful you may wish to add a communication log entry listing the reason for the customer not wishing to convert the quotation to a sales order, see How To: Add a Comm Log Entry to a Quotation.
  • Quotations marked as unsuccessful will be moved to the [ Unsuccessful ] stage in the Sales Invoice Manager where they will remain for one year before being archived.

See Also


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