Quote Work Flow

Quote Work Flow

Setup > Preferences & Costs >Quote Details >Quote Work Flow

Sets the work flow steps of a quote

Integration

The work flow will add a "Submit" status when a quote in won. This allows for external integration to process all the quote that are won and then move them to a won state when done.


No Integration

The Processing step is omitted from the quote work flow. When a quote is won the status will be set to Closes and Closed-Won and not to Submitted.



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