Modify Quote Status Values

  • open Setup and click on Object Manager



  • type "Quote" in the search box

  • click Quote



  • open the Fields & Relationships tab and type "Status" in the search box



  • click Status
  • click New in the Status Picklist Values section



  • Add the following values:     
    • Prepared
    • Sent
    • Won
    • Lost
    • Cancelled



  • click Save
  • deactivate all values apart from the following:
    • Draft
    • Prepared
    • Sent
    • Won
    • Lost
    • Cancelled


 


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article