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


 


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