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Overview:

The Service Quote Status Codes window allows you to create status codes that represent different stages in the life cycle of a Service Quote. This window is for tracking status codes specific to quotes that were entered/maintained outside of the system. 

Benefits:

  • Track the current status of each quote in they system
  • Create a unique list specific to your company/industry best practice
  • , even if you are not using PENTA's quoting module

Roles:

  • Service Manager

Additional Content

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Location:

  • Service Management > Quoting > Setup > Quote Status Codes

Video:

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