CRM

Arun_Opto22
Colaborador

Mark Quotes as "Closed", or "Ordered", etc.?

resolver

My question is regarding Quotes. Is there a way to mark Quotes with something like "Closed" or "Ordered".  I'm not referring to Deals, but the quote itself associated with a Deal.  When a Deal is marked "Closed-Won", there is no way to tell that from the Quote. The reason for my question is our Customer Service/Order Entry team works with quotes, but they don't go into the Deals.

1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Mark Quotes as "Closed", or "Ordered", etc.?

resolver

Hi @Arun_Opto22,

 

That's currently not possible, unfortunately. Other users have already requested this here: https://community.hubspot.com/t5/HubSpot-Ideas/Manually-change-quote-status/idi-p/323965

 

The product team reviews these requests based on their popularity. I'd recommend upvoting and commenting. Doing so will also subscribe you to updates on this particular request.

 

If you want to make it easier for others to find the request and help it get traction, you can do so by accepting my reply as an answer. I'd appreciate it!

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Respuestas 2
Arun_Opto22
Colaborador

Mark Quotes as "Closed", or "Ordered", etc.?

resolver

Thank You Karsten

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Mark Quotes as "Closed", or "Ordered", etc.?

resolver

Hi @Arun_Opto22,

 

That's currently not possible, unfortunately. Other users have already requested this here: https://community.hubspot.com/t5/HubSpot-Ideas/Manually-change-quote-status/idi-p/323965

 

The product team reviews these requests based on their popularity. I'd recommend upvoting and commenting. Doing so will also subscribe you to updates on this particular request.

 

If you want to make it easier for others to find the request and help it get traction, you can do so by accepting my reply as an answer. I'd appreciate it!

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.