FAQ: Quote Status
Q: What is Quote Status?
A: When a quote is added, you can set its status as submitted, declined, approved, referred, or received using a dropdown list.
Q: Where can I view or filter Quote Status?
A: You can filter by Quote Status in both the pipeline view and list view.
Q: Can I run reports by Quote Status?
A: Yes! Reports are available under the leads section, including:
Quote Status by Producer
Quote Status by Policy Type
Quote Status by Carrier