Prospect Quotes window
Migration notice: This page was converted from the legacy TO3000 3D CHM. Classification: KEEP. Legacy wording is evidence only — verify against current TO3000 7.1 / qa before treating as authoritative.
The Prospect Quotes window provides an overview of all quotes, issued to all prospects. The options available for this window are the same as those for the Quotes tab of Prospect window. The major differences are:
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The Prospect Quotes window displays all quotes for all prospects.
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New quotes cannot be created using this window.
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Existing quotes cannot be deleted using this window.
To create a new quote to a prospect, open the Main tab of the Prospect window, select that prospect, then switch to the Quotes tab of the Prospect window and create your quote from there.
Quote Status
A quote can have one of the five statuses: Unknown, Accepted, Rejected, Received, and Corrected. Depending on its current status, the quote will be marked with a different color in the quotes list:
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Blue for unknown quote status
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Green for accepted quote status
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Red for rejected quote status
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Purple for received or corrected quote status
Note: You can change these colors in the Colors: Status tab of the User Settings menu in the Backstage view.
See also: