Proposals, estimates and requests
Track proposal status and acceptance
Track proposal status and acceptance in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goProposal → Status / Activity
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for track proposal status and acceptance, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Proposal → Status / Activity in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Related lead or customer, Subject, Open and expiry dates, Currency and total.
- Then check Assigned staff, Proposal content and terms. Use verified information and do not fill optional values with placeholders.
- Work through Track proposal status and acceptance using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Related lead or customer
Subject
Open and expiry dates
Currency and total
Assigned staff
Proposal content and terms
Checks before you finish
- Confirm customer, currency and expiry dates.
- Review quantities, rates, tax and discounts.
- Read client-facing notes exactly as the recipient will.
- Verify document status and activity after sending.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.