How To: Mark a Quotation as Unsuccessful
Table Of Contents
If a quotation is not going ahead, you can mark it as unsuccessful. This moves the quotation to the Unsuccessful stage in the Sales Invoice Manager, helping you keep your active quotations up to date.
You can also record the reason why the quotation was not converted into a sales order. For more information, see How To: Add a Reason to an Unsuccessful Quotation.
Marking a Quotation as Unsuccessful
- Open a CRM Manager screen. If required, see How To: Open a CRM Manager Screen.
- Open the Quotes (Opportunities) tab.
- Set the filters to locate the quotation you want to update.
- Click Go.
- Select the quotation or quotations you want to mark as unsuccessful.
- Right-click the selected quotation(s) and choose Mark Selected Pending as Unsuccessful.
- When prompted, select Yes to confirm.
Additional Information
- Before marking a quotation as unsuccessful, you may want to record the reason in the quotation's communication log. This can help provide useful context for future reference. See How To: Add a Comm Log Entry to a Quotation.
- Quotations marked as unsuccessful are moved to the Unsuccessful stage in the Sales Invoice Manager.
- Unsuccessful quotations remain in this stage for one year before being archived.