How To Make Quote Inactive


How can we make the quotes inactive or tagged inactive within and active account. I see how to mark an account inactive but we like the history of quotes to stay but a quick reference of a quote that is not active any more?


You can create a quote custom field to use for that purpose. Here's how - Adding Quote Custom Fields

I recommend using the data type "List of Values" for your custom field and adding a value for "inactive". Once you deem the quote is no longer active, you can select "inactive" for the quote status.

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