How to Archive a Quote

Overview

If a quote is unsuccessful, you can archive it and select an archive reason to assist in reporting. Set up archive reasons in System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > System Setup > Archive Reasons > Quotes.

If you have set up automatic archiving, quotes are archived automatically when the quote is expired after a set period of inactivity, or you can archive a quote manually. Learn more in How to Use Archive Reasons.

Archiving quotes can improve the performance of your build, make it easier to locate relevant work and make system alerts easier to manage.