Create and manage the stages an estimate goes through from the moment it's been added to the moment it's no longer relevant. These stages will help you track the life span of a particular estimate and receive stats on company's overall performance.

To set the statuses for various stages, expand the Estimates section and click here:



Press the green "plus" icon to add a new status or click on the "pencil" icon to edit the existing one:



Give the status a name, priority and choose the group it belongs to:



Once done, you can filter the estimates by the statuses they are in. For that, open the estimates list and click on the filter button here:



Tip: to change the status of an estimate, follow the guides here: Updating the status of an estimate
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