Proposal Statuses are used to track the progress of a proposal. When a new proposal is created, users must select a status. As the sales cycle progresses, users manually update the proposal status. When viewing the Proposals List, users can sort and filter on the proposal status field.
To add a new Proposal Status, from the main menu, arrive at the Proposal Status setup with this path: Setup > Proposals > Proposal Status.
The Proposal Status list will be displayed. Click the Add Status button at the upper left of the page.
The Edit Estimate Status form is displayed. Each data entry field is described below — all fields are required.
- Code — Type in a code for the status. Maximum of 25 characters.
- Description — Type in a description. Maximum 50 characters.
- Action — Make a selection from the drop-down list.
- Status Closing % — Type in a value between 0 and 100. You can also use the up and down arrows to the right of the field to select the appropriate value.
When finished, click the Save button at the bottom of the form.
