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.


Squeegee Status
2022