Sales
To add, edit and customize estimates' statuses
- Select “Sales” from the navigation menu.
- Click “Sales Settings”.
- Click the card “Estimate Statuses”.
- Input your customized statuses as required
- Name: Input the name of the status.
- Color: Select the color for the status.
- Add New Status: Click to display a new line in order to add another status.
- Click “Save”.
- Note: Manual Estimate Statuses Setting needs to be activated from “Sales Settings”.
- For more information, please refer to the tutorial “General invoice/estimate Settings“.
- Note: Manual Estimate Statuses Setting needs to be activated from “Sales Settings”.