We currently support four different statuses on our enquiries & quotations within Alpha Tracker.
The statuses are:
- Enquiry (no financial information logged, it's just a record of first contact)
- Open (an quotation in discussion with the prospect or client)
- Won (a quotation where the client has said yes)
- Lost (they said no - perhaps based on price, need, or the business went to a competitor)
The four quote statuses currently in Alpha Tracker |
Would you like to see another, called "Dead"? This is where the quotation hasn't officially been lost but, instead, the prospect/client has stopped responding.
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