Change a quote status
Mark an open quote as won or lost after the customer decides, or reopen a closed quote when the decision changes. Open Menu, and then select Sales > Quotes.
Before you begin
You need permission to update the quote. The available action depends on its current status.
To change a quote status
- Open Menu, and then select Sales > Quotes.
- For an open quote, open its row Actions menu and select Mark as won or Mark as lost.
- For a quote with Closed - won or Closed - lost status, open its row Actions menu and select Reopen.
Mark as won changes the status to Closed - won, Mark as lost changes it to Closed - lost, and Reopen changes a closed quote to Open. A won quote can be converted to a sales order or, when it contains no fulfillable items, to an invoice.