Mark an Estimate as Won

When your customer accepts and approves your estimate, you can mark this as Won.

Find the estimate from the list and click the 3-dot menu to its right.

Select Mark as Won from the drop-down list.

The Confirm Mark as Won window will come up. Click Yes to continue with the action. Click No to cancel the action.

The estimate’s Status will be updated to “Won”.

The Mark as Won option can also be accessed with the estimate open. Go to the Actions tab and select Mark as Won from the drop-down.

Mark as Won Multiple Estimates

To mark as won multiple estimates, tick the checkboxes to the left of the estimates.

Click on the More Actions button and select Mark as Won from the drop-down.

Confirm the action and the statuses of all the selected estimates will be updated to “Won”.