| 1.Apply Status as "Won", "Lost" or "Abandoned" |
1. Indicate each quote status as "Won", "Lost" or "Abandoned" within the Final Deliverables tab of your project.
| 2. Update Other BOM Status and Project State |
1.Once "Won" is selected, a pop-up will appear prompting you to select the other linked quotes as "Lost" or "Abandoned". In addition to Quote Status, update the Project Stage by selecting from the dropdown options in the field above.
Reminder to update statuses on each BOM within your Project. To do so quickly, you can use the "Select All" to apply the "Lost" status to multiple BOMs!