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
- Go to Settings > Quote > Fields > +Create button to create a new Custom Field.
- Enter Name and select List of Values for Data Type.
- Enter "Open" and "Closed" in the List of Values field, one per line. Check "Searchable".
The new field will now appear in the Quote Info area of every Quote.
USE A CUSTOM FIELD
- To mark a Quote as open or closed, go to Quotes > Open a quote > Click the Edit icon across from Quote Info.
- Select from the drop-down List of Values.
