Status flow in quotes and opportunities
- 29 Jul 2024
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Status flow in quotes and opportunities
- Updated on 29 Jul 2024
- 1 Minute to read
- Print
- DarkLight
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Depending on their status, different actions are available for quotes and opportunities.
The following diagram illustrates a basic quote status workflow and associated actions.
Tip
You can use a user's UI profile to hide specific actions based on their assigned role.
Quote actions
Available actions are:
- Submit
- Route
- Done
- Approved
- Reject
- Accepted
- Rejected
- Withdraw
Expand a quote status to view the actions that each role can take.
Open
| Who | Available actions |
|---|---|
| Creator | Submit, Route |
| Router | Route, Done |
| Submitter | No actions |
| Approver | No actions |
| Other users | Submit, Route |
Completed
| Who | Available actions |
|---|---|
| Creator | No actions |
| Router | No actions |
| Submitter | Withdraw |
| Approver | Approved, Reject |
| Other users | No actions |
Approved
| Who | Available actions |
|---|---|
| Creator | Accepted, Rejected |
| Router | No actions |
| Submitter | Accepted, Rejected, Withdraw |
| Approvers | Accepted, Rejected |
| Other users | Accepted, Rejected |
Accepted
| Who | Available actions |
|---|---|
| Creator | No actions |
| Router | No actions |
| Submitter | Withdraw |
| Approver | No actions |
| Other users | No actions |
Rejected
| Who | Available actions |
|---|---|
| Creator | No actions |
| Router | No actions |
| Submitter | Withdraw |
| Approver | No actions |
| Other users | No actions |
Partially sent to ERP
| Who | Available actions |
|---|---|
| Creator | No actions |
| Router | No actions |
| Submitter | Withdraw |
| Approver | No actions |
| Other users | No actions |
Sent to ERP
| Who | Available actions |
|---|---|
| Creator | No actions |
| Router | No actions |
| Submitter | Withdraw |
| Approver | No actions |
| Other users | No actions |
Opportunity actions
Available opportunity actions are:
- Submit
- Withdraw
- Quote
- Won
- Lost
Expand an opportunity status to view the actions that each role can take.
Open
| Who | Available actions |
|---|---|
| Creator | Submit, Quote, Lost |
| Owner | Submit, Quote, Lost |
Completed
| Who | Available actions |
|---|---|
| Creator | Withdraw, Quote, Lost |
| Owner | Withdraw, Quote, Lost |
Approved
| Who | Available actions |
|---|---|
| Creator | Withdraw, Quote, Won, Lost |
| Owner | Withdraw, Quote, Won, Lost |
Lost
| Who | Available actions |
|---|---|
| Creator | Withdraw |
| Owner | Withdraw |
Quoted
| Who | Available actions |
|---|---|
| Creator | Withdraw, Won, Lost |
| Owner | Withdraw, Won, Lost |
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