Lead an estimate through the sales funnel by updating its status according to the stage it's on. By default, a newly created estimate is in the "New" status. This can be changed to "Sent for approval", "Confirmed", "Expired" etc.

To achieve that, first locate the estimate in question:

with the help of the live search;
from the Estimates list on the sidebar;
on the client's profile.

Then, click on the "eye" icon to view the estimate page:


Once on it, click on the Update Status button:



Select a new status from the drop-down list:



Tip: to create and manage estimate statuses, check out the article here: Managing estimate statuses
Was this article helpful?
Cancel
Thank you!