Marking a Quote as Lost
- Click ‘Quote’ and select the quotation you wish to mark as ‘Lost’
- Once the quote is open you will see a red button at the bottom of the screen ‘Lost’
- Select ‘Lost’ and a box will appear saying ‘Are you sure you want to mark this quotation and all revisions Lost?
- Select ‘Yes’ and the status of the job will change to ‘Lost’
