Module 13.3 Quote status indicators
By the end of this module, you'll be able to recognise the status of a quote at a glance.
MODULE 13 - QUOTING
13.3: Quote indicators
On viewing a quote, you can see the status indicators across the top telling you
- the date of the quote,
- that the quote has been sent,
- viewed,
- accepted or rejected and finally
- converted.
This can also be seen without pressing into the individual quotes on the main quotes view in the menu on the left.