When a Lead is RFQed a Job gets automatically created in WeEstimate, this Lead and Job remain linked.
The article explains in detail how the Lead and Job status are represented on the WeOpportunity URG:
If the Job is Won then in WeOpp URG:
- Lead Status Shows as Sold
- Job Status shows as Won
- Won Sale Num shows as 1
- Lost Sale Num shows as 0
If the Job is Lost then in WeOpp URG:
- Lead Status Shows as No Sale
- Job Status shows as Won
- Won Sale Num shows as 0
- Lost Sale Num shows as 1
If the Job is Void then in WeOpp URG:
- Lead Status Shows as RFQ
- Job Status shows as Void
- Won Sale Num shows as 0
- Lost Sale Num shows as 0
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