Quote Pipeline Stages

New quote

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Parts Stock Orders Kits Suppliers Supplier Audits TTT

Basecamp Projects Project Activity Sync Admin Legacy Projects Legacy Board

Customer List Quote App Quote List Contacts Emails - Enquiries Action List Leads

Customer List Quote List Scheduled Quotes Scheduled Tankers Jobs List Remedials List Tanker List Planning Route Checker FujiMAC warrantys

Emails - Enquiries Emails Excl Internal Triage - Safe/Unsafe Emails - Accounts Ringcentral

AR - All AR - Cust.Invoice List Worldpay GoCardless Cheques Remittances Emails - Accounts Unallocated Cash

Levels Price List Gate Xero Reconcile Queue Xero Posted Bank Tx TrueLayer Barclays Feed Holiday Bookings View As CTA - 01: Template Sandbox CTA - 02: Reallocation to Customer CTA - 03: Prepayment to Invoice Business Wiki Supplier Invoice Audit Env Auto Customer Emailer

Categories Part Groups Users Alton Road Users Engineers Paragraphs Templates Template Groups Quote Types Quote Likelihood Region Plans Invoice Priorities Admin Responder Pages Depots Engineer Payroll Holiday Year Start Terms Project Status Supplier Types Stops Credit Terms Onsite Job Exclusions Report Emails Upstream Email Policy Sales-Calls Workflows Workflow Notifications Business Truth Business Wiki Mailcow Attachment Repair Triage - Safe/Unsafe Exchange Spam Sync Email Triage Config Action Rules Action Workflows Supplier Invoice Audit Basecamp Projects Internal Email Rules Calls Rules Sync

Non-Conformance Log Customer Feedback Management Reviews

Quote pipeline stages

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Name	Sort	Status	Actions
Waiting Payment	0	Active
new	10	Active
discussions	20	Active
imminent	30	Active
complete	40	Active

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