Changing Quote Status

Changing Quote Status

There are two different ways that you can change the status of your quotes on Trade Trak.

1) Creating a Quote

Statuses can be selected when you’re initially building a quote. This can be helpful if you’re adding the quote into Trade Trak at a later date once it’s past the draft stage.

Changing Quote Status 1

2) Edit a Quote

You can also change the status of previously created quotes by editing from the ‘Quotes’ module. First click on the ‘...’ button, click ‘edit’ and you will be redirected to a new page where you’re able to edit the quote status from a drop-down menu.

Changing Quote Status 2

Changing Quote Status 3