Status Settings
Status: New quotes default to Pending, but you can update this manually (e.g., to Approved or Cancelled) or let it update automatically based on customer actions.
Opportunity Rating
Use the 5-star system to rate how likely the quote is to convert. This helps prioritize high-value opportunities. You can later filter quotes based up on this rating on your list page.
Tags
Add relevant existing/new Tags to the quote to help organize, search, and filter your list later.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.