Quote Report

Quote-request tasks across the customers you can see — one row per quote (§5.6).

In Progress
2
Live
2
Awaiting Approval
Won
2
Dead
2
9 of 9
Task / ProjectEst. Value / Age
Quote — Peak Outdoor retainer
Lead — Peak Outdoor Co.
Customer / Type Retail QuotesStatus / Dept Approved (Won)Assignee / Created Unassigned
10d
Quote — Peak Outdoor proposal
Lead — Peak Outdoor Co.
Customer / Type Retail QuotesStatus / Dept Quotation In ProgressAssignee / Created Ana Reyes
10d
Quote — Nova Home Goods site build
Lead — Nova Home Goods
Customer / Type Retail QuotesStatus / Dept Quotation In ProgressAssignee / Created Juan Dela Cruz
11d
Quote — Globex upsell (SEO)
Globex Distributor Portal
Customer / Type Globex WholesaleStatus / Dept Awaiting Approval (Live)Assignee / Created Unassigned
12d
Quote — Globex analytics (drafting)
Globex Distributor Portal
Customer / Type Globex WholesaleStatus / Dept Assignee / Created Unassigned
13d
Quote — Acme microsite (lapsed)
Acme Corporate Site
Customer / Type Acme CorporationStatus / Dept Dead (Lost)Assignee / Created Unassigned
13d
Quote — Bright shop add-ons
Bright Online Shop
Customer / Type Bright Retail Co.Status / Dept Approved (Won)Assignee / Created Unassigned
13d
Quote — Globex portal refresh
Globex Distributor Portal
Customer / Type Globex WholesaleStatus / Dept Awaiting Approval (Live)Assignee / Created Unassigned
13d
Quote — Acme add-on (lapsed)
Acme Corporate Site
Customer / Type Acme CorporationStatus / Dept Dead (Lost)Assignee / Created Unassigned
14d