Changing a Lost Inquiry to Won
1. Click on Lost Inquiries from view
2. Click on the 3 dots under action column beside the Inquiry that you'd like to change from Lost to Won
3. Click on Mark Inquiry As Won
4. Review or change the Inquiry details at this point. Once done, click on Update & Continue
5. Check Press Space to toggle row selection (checked)
6. It will take you through the usual Inquiry creation flow, at this stage select the quote that your customer chose.
7. Click on Mark Inquiry As Won. Here you can either just change the state to won or Continue to mark as Won and directly create the an Order/ Shipment.
See how this will work in App
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Changing a Lost Inquiry to Won
# Go to Sales Hub Workspace 1. Click on Lost Inquiries from view 2. Click on the 3 dots under action column beside the Inquiry that you'd like to change from Lost to Won 3. Click on Mark Inquiry As Won 4. Review or change the Inquiry details at this ...Changing a Won Inquiry to Lost
# Go to Sales Hub Workspace 1. Click on Won Inquiries 2. Click on the 3 dots under action column beside the Inquiry that you'd like to change from Won to Lost 3. Click on Mark Inquiry As Lost 4. In cases where an order or a shipment is already ...Changing a Won Inquiry to Lost
# Go to Sales Hub Workspace 1. Click on Won Inquiries 2. Click on the 3 dots under action column beside the Inquiry that you'd like to change from Won to Lost 3. Click on Mark Inquiry As Lost 4. In cases where an order or a shipment is already ...Marking an Inquiry Won/ Lost
1. Click on 3 dots beside the Inquiry that you'd like to Mark as Won 2. Click on Mark Inquiry As Won 3. You may review and make changes in the Inquiry if needed. Click on Update & Continue 4. For Inquiry with multiple quotes check the quote that was ...Marking an Inquiry Won/ Lost
1. Click on 3 dots beside the Inquiry that you'd like to Mark as Won 2. Click on Mark Inquiry As Won 3. You may review and make changes in the Inquiry if needed. Click on Update & Continue 4. For Inquiry with multiple quotes check the quote that was ...