Result Meetings When No Quote Given

Introduction

If you did not provide a Contact with a Quote during your Meeting, you will need to go to the Contact to close out the Meeting and provide the reason why no Quote was provided. This article provides an overview on how to accomplish this.

Video Summary

Resulting Meeting When No Quote Given

There are two ways to access Contacts with no Quote given:

1a. Access the Contact by clicking on the Meeting, then clicking on the Contact Name link. 

1b. Access the Contact by selecting the Contact View - Meetings Set, then clicking on the Contact Name.

2. On the Contact, select the Close - Met No Quote Transition.

3. The Close - Met No Quote pop up box will appear. Select the No Quote Reason and Save. 

4. After completing the Transition, the Contact will successfully move to Rest state where it will reside for a default 30 days prior to it automatically moving to the Remarket State.

Set No Result After Meeting View

On the Contact module, there is a Custom View named "2a. Set No Result After Meeting", which showcases all Contacts with a meeting prior to today that still have a status of Meeting Set. This view provides management with an easy way to see all the Contact records that had a Meeting but have not been resulted. 

This view is also located on your Home Page as part of the default setup.

• Related Articles

• Viewing Sales Demo Meetings

  Introduction 1Stop makes viewing your Sales Demo Meetings easy and ensures you have all of the information you need for the Meeting at your fingertips. This article provides an overview of how to access and view your Sales Meetings from the Calendar. ...

• Review and Finalize a Quote

  Introduction After a Quote is created, we recommend you review all fields before sending the Quote to the potential customer. You may also decide to add more Product Items or complete other appropriate fields based on the specifics of the job quoted ...

• Adding Time Clock Meetings

  Introduction The time clock solution in 1Stop Install is designed to track employee attendance by setting up Clock In and Clock Out meetings for each employee. To simplify this process, 1Stop offers a recurring meeting option when scheduling these ...

• Calendar, Meetings & Tasks

  In 1Stop, you can efficiently manage your appointments and daily activities using the built-in calendar. It allows you to schedule meetings, add tasks, log calls, set reminders, and track important dates with ease. It’s a powerful tool that helps you ...

• Create a Quote

  Introduction 1Stop makes it fast and easy for Sales Reps to create, preview and send custom Quotes for digital signature. This article covers the basic steps required to Create a Quote. Video Summary Create a Quote 1. Navigate to the Contact Record ...