Request for quote \(RFQ\) states

reference australia Updated Sep 10, 2026 1 min read rfq-states.md
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An RFQ can move through different states during its life cycle after being submitted by the customer based on agent activity in the CRM Workspace.

State (Business Portal) Status (Workspace) Description
Submitted New Customer has submitted an RFQ through the Business Portal.
Submitted In review Agent has provided values for the Assignment group and Assigned to fields for the RFQ in the CRM Workspace.
Completed Completed Agent has converted the RFQ to a quote in the CRM Workspace and has changed the status of the RFQ record to Pending Customer Acceptance.
Canceled Canceled Agent has manually changed the status of the RFQ to Canceled.

Parent Topic:Business Portal reference for Sales Customer Relationship Management

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