Mothernode includes the following Quote Status and Rules.
Open: All active Quotes included in current pipelines.
Won: All Quotes that were awarded to a sales rep and company.
Lost: All Quotes that were lost to a competitor or for other reasons your company wasn’t awarded the business.
Inactive: Quotes that are in a dormant state. Quotes are set to inactive automatically, when a new Quote is created so their numbers don’t contaminate pipeline activity.
Status Automation
Quote statuses will automatically be set based on these activities;
- A lead will automatically become an opportunity if a quote is created for the lead.
- If an opportunity is converted to a customer, all associated open quotes will automatically be changed to a won status.
- If an opportunity is lost or cancelled, all associated open quotes will be changed to lost.
