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iMACS - Quote Statuses

About Quote statuses in iMACS.

Introduction

The iMACS Quote Log supports the various stages of the sales cycle – from Lead to Close. iMACS’ flexibility allows the user to adjust the status of the Quote at any time during the process. 

The table below illustrates iMACS' capabilities for each stage of the sales cycle. For instance, if the Quote is ‘Lost’, iMACS presents a field to enter the reason it was Lost.

If the Quote is WON, there’s an option to ‘Create Project’, which will import all of the data from the Quote into the project, saving the user time and effort. 

As you move the iMACS Quote through the sales funnel, the Lead/Opportunity in SalesLink is updated to reflect the iMACS status. As is the revenue and the Probability of Closing.

Quote Status

Notification

Create SalesLink Lead

Other Action

Lead

  

Yes

  

Development

  

Yes

  

Budgetary

Yes

Yes

  

Active

Yes

Yes

  

Quoted

Yes

Yes
  • Must have at least one contractor to set the status to Quoted, only when a new Quote is added

No Quote

  

Yes
  • Show a drop down list to identify the reason for No Quote
  • If the reason is set to ‘Other’, a comment box is shown below the project type

Cancelled

  

Yes

  

Won

Yes

Yes
  • Display button to create a project
  • Display a box to enter a purchase order

Lost

  

Yes
  • Show a drop down list to identify the reason for the lost quote
  • A comment box is shown below the project type to allow the user to type in more information about why the Quote was lost