1. Click the cog icon

2. Click "Workflows"

3. Click "Quotations"

4. Click "Edit"

5. Rename Existing Statuses

6. Choose whether each status is "Editable"

7. Choose which statuses are visible in your workflow

8. Set a probability against each status

(This is used to calculate weighted forecasts)

9. Apply your own choice of colours

10. Click "Save Changes"

11. You have now set up your first quotations workflow