As a result of the negotiations with the customer, you can register these responses:

  • Confirm - The customer accepts the project quotation, and the project can be started.
  • Revise - The customer requires changes to the project quotation.
  • Lost quotation - The quotation does not lead to a sale. You can update the status to Lost. This ends the project quotation process.

For more information, refer to Update project quotation.


Related to Notes

Manage customer interaction

 

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