Quote Status

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.
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