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Quote Status Codes

Owned by Kyle Niekamp
Last updated: 06 21, 2022 by Claire Aleman

Overview:

The Quote Status Codes window allows you to create status codes that represent different stages in the life cycle of a 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, even if you are not using PENTA's quoting module

Roles:

  • Service Manager

Additional Content

  • N/A

Location:

  • Service Management > Setup > Quote Status Codes

Video:

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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.