After doing a couple of quotes, especially after generating more than one quote for a customer, your list of Active Quotes can become quite large. The purpose of active quotes in ShedTech is to quickly highlight the quotes that you have generated and are still a chance of being turned into an order.
As quotes are never deleted from the ShedTech web server, it is OK to cancel quotes from the Active List because they will remain in the history, they just don't appear in the active list.
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To cancel one of your active quotes, highlight the quote in the list by clicking on it and then by clicking the Cancel Quote button. Next there is a prompt to confirm you want to cancel the quote. After this, another window will appear whe you can specify the reason you want to cancel the quote. The reason you use to cancel the quote is important because it will determine whether the financial aspects of the quote being cancelled are used in the Quote Summary Report, Sales Team Report and Lead Generation Report. Of course you should only cancel a quote when you are sure you have not got the job. |
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To cancel the quote, select the reason and then click the OK button. The reason you select is important because it determines whether the figures are included in the reports mentioned above. The bottom 2 reasons have a suffixed (**) at the end of them to highlight that once the quote is cancelled, do not include the figures in any reports. |
For example, if you were to do 3 quotes for a customer, with slightly different variations and the customer then orders one of the variations, the other 2 quotes would still appear in the Active Quotes list. If you were sure the customer only wanted one shed, you should probably cancel the remaining 2 quotes.
In this case, you should probably select the Replaced with a new Quote ** cancellation reason. This would then show a conversion rate of 100% as opposed to a 33.33% conversion rate.
