Change status and view Sales offers filter

Please access the website version to use this feature

 

To change the status and view the Sales offer letter filter, go to My Task > Select Sales > Sales Offers

1. Change status

Step 1: Click on the … icon at the Sales Offers that you want to change the status

Choose from the following states:

  • Unsend: Unsend of the offer sent
  • Close: Close and stop sending the offer letter
  • Delete: Remove the offer from the list

If you select Unsend, the system will display a list of companies to which you have sent offers. You need to select the Company you want to withdraw the offer letter

After selecting, press the OK button to withdraw

2. View Sales offers filter

Step 1: At the Sales Offers screen, click on the icon

Step 2: At the Sales Offers filter, you have the option:

  • Status:
    • Open
    • Closed
    • Deleted
  • Creator: Choose the creator of the offer letter

After selecting, click Apply to filter the Sales Offers