Lead an estimate through the sales funnel by updating its status according to the stage it's on. By default, a newly created estimate is in the "New" status. This can be changed to "Sent for approval", "Confirmed", "Expired" etc.
To achieve that, first locate the estimate in question:
with the help of the Live search;
from the Estimates list on the sidebar;
on the client's profile.
Then, click on the "eye" icon to view the estimate page:
Once on it, click on the Update Status button:
Select a new status from the drop-down list:
Note: If you change the estimate status to "Confirmed" a workorder will be generated.
Tip: to create and manage estimate statuses, check out the article here: Managing estimate statuses
To achieve that, first locate the estimate in question:
with the help of the Live search;
from the Estimates list on the sidebar;
on the client's profile.
Then, click on the "eye" icon to view the estimate page:
Once on it, click on the Update Status button:
Select a new status from the drop-down list:
Note: If you change the estimate status to "Confirmed" a workorder will be generated.
Tip: to create and manage estimate statuses, check out the article here: Managing estimate statuses
Updated on: 21 / 06 / 2022