Mark A Quote "Closed"

CounterGo offers greater flexibility in handling Quote status through Custom Fields. With a Custom Field, it's possible to create a set of status choices such as Sold/Declined, Won/Lost, or Open/Closed.

Once a Custom Field is defined for the Quote status, a View can be created displaying Quotes of a certain status. An example is a View of all Quotes marked as "Closed". The result of the View can be exported to Excel for additional reporting, analysis, and charting.

CREATE A CUSTOM FIELD

  1. Go to Settings > Quote > Fields > +Create button to create a new Custom Field.
  2. Enter Name and select List of Values for Data Type.

    list of values custom field

  3. Enter "Open" and "Closed" in the List of Values field, one per line. Check "Searchable".

    open or closed list of values

The new field will now appear in the Quote Info area of every Quote.

USE A CUSTOM FIELD

  1. To mark a Quote as open or closed, go to Quotes > Open a quote > Click the Edit icon across from Quote Info.
    edit quote info
  2. Select from the drop-down List of Values.

    select from drop down list

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