- From the home screen, select the "Deals" Icon where all of your sales efforts are stored.
- You will then select the quoted opportunity that you would like to mark as sold.
- Once you have clicked into the opportunity, select "Edit" in the upper right-hand corner.
- You will then switch the status from quoted to sold.
- The next step is to save your change by selecting the checkmark in the upper right-hand corner.
You have now successfully marked your quoted opportunity as sold!
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