System Data Quotation Weighting

Quotation Weighting

The quotation weighting and percentage listed in this screen are used in the [ CRM Manager | Quotes (Opportunities) ] screen to work out the potential success of converting a quote to a sales order and the Weighted Value of the pending quotations in the system.

Quotation Weighting Grid

  • Description: the description of the weighting, see below for examples.
  • Weighting: the percentage associated with the weighting, see below for examples.

Weighting %
1 - Quote sent or Cool 10
2 - Quote sent and still in with a chance 30
3 - Verbal agreement or Warm 50
4 - Written agreement or Hot 80
5 - Money has been sent 95

Quotation Weighting Context Menu

  • Apply Value Range: allows the user to specify a value that is to be applied to all of the currently selected rows/items for the current column.
  • Clear Selection: deselects the currently selected line(s).

See Also

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