Quotes Overview

Please note this article only applies if you are subscribed to Salestracker’s CRM functionality, as the process described in this article cannot be followed if you are subscribed to the data-only version of Salestracker.

This article describes quotes in general. If you want to know how to create a quote, read this dedicated article.

You can find an overview of quotes in the “Quotes Summary”. Access this by hovering over the “Sales Pipeline” item on the main navigation and click on the “Quotes” link in the dropdown that appears.

Like the Tasks Manager and the Relationships Summary, this page is broken into two parts:

• The top of the page features filters you can apply to filter down your quotes.
• The lower half of the page features the quote details themselves.

Filtering

You can apply any of the filters at the top of the page and click “Filter” to reduce down your results. To show all results and remove any filters, click the “Reset” button.

The filters you can apply are as follows:

• Transaction – filter by the recurrence of the quote, daily, monthly, rolling etc.
• Item – filter by quotes that have a specific item associated with them
• Status – filter by whether the quote is marked as open, won or lost
• Order by – you can order your quotes in several ways:
  • Opened – in order of the date of creation.
  • Closed – in order of the date a quote has been closed.
  • Follow-up date – in order of which quotes have been marked to follow up on.
  • Quote number – in order of quote number.
  • Company name – order the list A-Z.
  • Value Ascending/Descending – order by the price amounts, either smallest to largest amount or vice-versa.
• Database – if you are subscribed to more than one of the Insight databases, this will allow you to only show records for a particular database e.g. Fenestration UK
• Search – a generic search term can be entered here and the results will be filtered to show only quotes that in some way incorporate your search term
• Filter on – this option changes which date associated with a quote to filter by the provided date range on, this could be follow-up date, quote creation date or quote closed date for example.
• After – only quotes with a “Filter on” date field after this date are shown
• Before – only quotes with a “Filter on” date field before this date are shown

Managing Your Quotes

There are three things you can do with a quote, each represented by a button:

• Edit – change the quote details.
• Delete – delete the quote.
• Won – indicated by the green thumbs up, mark the quote as being “won”.
• Lost – indicated by the red thumbs down, mark the quote as being “lost”.

Edit: Clicking the edit button will bring up a pop-up window with the quote details in. You can edit the fields as required, and click “Save” to update the changes.

Won/Lost: Clicking on won will bring up a pop-up window that prompts you to convert this quote into an order, you can press the “X” to cancel creating an order and the quote will simply be marked as won. Clicking on lost will bring up a pop-up window which asks for a reason why the quote has been lost. Clicking on “Update” after picking a reason causes another pop-up window to open asking you to update the relationship status. Either select a new status or keep the existing one, and then click “Update” to proceed.

Quotes Navigation

To view the details for a company, simply click on the highlighted company name to be taken to that record:

Once you are on a record, the navigation buttons will then take you forward/backwards through the quotes you have filtered.

Click the “back” button to return to the quotes page.

Exporting Quotes

You can export quotes data by clicking on the “Export” button.

The export format is in CSV (Comma Separated Values), which is a common format across software. If you require an Excel Workbook, simply open the CSV file in Excel and then go to “File” and click “Save as“. You can change the format to save in to “Excel Workbook”.

Please note that the procedure might be a little bit different depending on your version of MS Excel

Manager View

This section only applies if you have management permissions on Salestracker.

Managers have an expanded selection of filters. By default “standard” users see quotes assigned to them only. Managers have access to all quotes their users have created regardless of who created them and who they are assigned to.

The “Assigned to” filter allows managers to select based on all users, active users or inactive users. The inactive user filter is particularly useful for finding quotes assigned to people who have left the company. Inactive users are highlighted in red to denote that they are deactivated on the system.

Reassign Button

Managers have access to the “Re-assign” button which, when clicked, opens a window. From this window, you can select a user who already has quotes assigned to them, and a different user that you wish to re-assign the quotes to, and then click “Re-assign” to action this.

Note, this will re-assign all quotes from the initial user to the second user, therefore this should not be used when you wish to change who individual quotes are assigned to, that should be done as above with the edit quote option.