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Quote Statuses

1 Quote Statuses

Purpose Quote statuses are used to give an update on the current status of a quotation that's been created. This function is used so staff can see when looking at a quotation, if that particular quote has or needs any following up. It can assist in increasing…

2 Reasons Not Converted

Purpose Reasons not Converted allow you to set up your own list of Reasons to provide when a Quote has not been converted to a booking. This allows better analysis when you look at Quote Conversion Rates, and hence those not converted. This feature can be…