How Can We Help?
Added in Version 0.24
Overview
- The Sales Date on a Quote is populated when the Quote reaches a configured Status. Once the Sales Date is populated, it will not be automatically overridden.
Configure the Quote Status
- Open the Main Menu and scroll down to CONFIGURE.
- Click Job Status.
- In the Job Status list, tick Convert to Sales on the Quote Status you want to trigger a Sales Date.
NOTE: You cannot untick Convert to Sales on the Quote complete and successful status.
![](https://zoomapps.com.au/wp-content/uploads/2021/06/image-7-1024x577.png)