How to change the status of one or more estimates?
To change the status of one or more estimates, please follow these steps:
- Click on the Sales module.
- Click on the Estimates tab (at the top left of your screen).
- Check the box for the estimate(s) whose status you want to change.
- In the dropdown menu “Actions,” select the option “Modify Status.”
- A window will appear. In the dropdown menu “Estimate Status,” choose the status you want to assign to your estimate(s) (draft, sent, rejected, accepted, or expired).