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Job Scheduler Data - Quote Type

Modified on: Thu, 09 Jun , 2022 | 02:32 PM

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1. Click on Admin on the main navigation and select Job Scheduler Setup.
2. To add, edit and manage your Quote Type.
3. Click Quote Type from the menu. 
4. Click Add New to add a quote type and Submit. 
   
   
   
   
5. To make any changes to existing quote types, click the gear icon associated with the record for a list of action items.
   Edit – make changes to an existing record.
   Deactivate – remove the record from your list.
   Set Default – If a record is set as default, it is automatically selected each time a new Quote Request is created. 

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