Putting Quotes on hold can be useful if you need to review an order before it gets confirmed through to your Accounting System. For example, if you have an integrated website, you may wish to review all orders placed before they get confirmed and shipped out.
Alternatively, you may put the order on hold at the request of the customer. Rather than having to open each Quote individually to take it off on hold, you can use the On Hold Wizard.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to Admin Portal
Firstly, navigate to the Admin Portal via this link. Then, scroll down the menu until you reach the Data Management folder. Within here, click on the 'On Hold Wizard' option.
Step 2: Select Quotes
All of your Quotes which are on hold will be listed here. You can either select all, or alternatively select individual Quotes that you wish to take off on hold.
Once happy with your selection, click the 'Remove Hold' button.