undefined - Bulk update Sales Quote Status to Lost - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

Bulk Update Sales Quote Status

When a Sales Consultant is sending many sales quotes to customers, if left untidy, the Sales Quote Dashboard can become full of sales quotes that have not eventuated in a successful sale. The Sales Quote Dashboard is a handy tool to quickly select multiple sales quotes and update the status to Lost in one easy operation.

On the left of the Sales Quote Dashboard, there is a Row Selection check box, as shown below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Bulk update Sales Quote Status to Lost - illustration bab75154-0b55-4096-9264-94c1cd640e97

Tick the checkbox for each sales quote that you would like to change the status to Lost, as shown in the example below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Bulk update Sales Quote Status to Lost - illustration 4a148d05-fd4a-4212-85a5-f18a88a7e54c

Click on the Actions button, as shown below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Bulk update Sales Quote Status to Lost - illustration 222bbaca-93e0-4c1a-bba6-3542baeb0108

Select the option Mark Selected as Lost.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Bulk update Sales Quote Status to Lost - illustration 4c77b345-b8f2-48c0-9a6d-ed4d81dd1403

Select the Reason Lost using the drop-down options available, as shown below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Bulk update Sales Quote Status to Lost - illustration 8dc90c9d-c835-4cc5-b96d-2418afc405d0

Click on the Mark as Lost button, and the operation will be complete.

Related User Guide Topics