1. Navigate to the upper left of the estimate, where the type and status are indicated. Click on the Status and a pop-up menu will appear.
2. Select the appropriate status from the dropdown to manually move the estimate along its lifecycle.
3. After you make a change, you can also leave a note allowing you to provide context for you and your team.
This will show as an internal banner along the top of your estimate:
⚠️ Please note that manually changing the estimate status will not trigger any automatic emails or notifications.