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In each my Opportunities it may contain multiple quotes for customer to compare and choose. Customer may then decide to go with one of the Quote which marked as Won and goes into the Order and invoice processes subsequently. The other options (Quotes) not selected will be marked as
Customer selects Quote 2 (2nd Option) and it is marked as WON. The rest marked as LOST.
My question is if this is the correct way to handle optional quotes? Because if I were to general a report against the Quote, my LOST Quotes numbers will be inflated by those optional quotes. How should it be done correctly?
Usually, an active quote means the customer hasn't made a decision whether to accept or reject the quote. But a closed sales opportunity means the customer has made a decision.
It means that an opportunity cannot be closed with an active quote.
If you decided to accept a quote, what you need to do is to click the Create Order button in the form of the quote.
Then it will generate an order based on the quote and close the opportunity as Won.
Thanks for yout input. I understand that but my concern is more around the optional Quotes inflatting my reporting figures.
If i were to look at my Quote Won versus Lost. There will be many that have lost and lost to myself, the other quotes.
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