Create Custom Field to track won/lost status

Background

You can create a Custom Field to mark a quote as Won, Lost, Pending - or whatever you need. 

Once a Custom Field is defined, you can also create a Custom View of your quotes that filters on your custom field. For example, you could have a View that shows all of the quotes marked "Won".

  1. Go to Settings > Quote > Fields and click +Create.create quote field
  2. Enter a field Namename the field
  3. Choose List of Values as Data Type.data type
  4. Enter the values that you want to appear in the drop-down list for this field. Click Save.enter values
  5. Open a Quote and click the Edit Quote Info icon. edit quote info
  6. Choose from the list of values for your new custom field.choose quote status
  7. See Related Articles to learn how to customize your Quote View so you can view the new field and even filter quotes by that field. For example, you can create a view to show only quotes created this month that are marked Won.quote view for win/loss status

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