This feature is only available for PRO Connect or Work Subscribers.
Please refer to the KB article How to update a Job Type for information on job types
Assigning a "stage" to your quotes allows you to effectively manage and organize your sales efforts in a "pipeline" approach. Assign a stage to your quote and quickly filter your Quotes by stage to improve your conversion rates and customer follow up.
PRO/Work comes with the following preset stages:
- Cancelled
- Lost
- On Hold
- Opportunity
- Pending
- Proposal
- Won
When you're building your quote, you can set a Stage by using the Stage drop-down. Or, when editing a quote, you can update this Stage drop-down as well.
Note: Your Administrators can learn how to create custom Quote Stages by clicking here.