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Set-up Job Scheduler Data - Quote Status

Modified on: Thu, 09 Jun , 2022 | 02:33 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 Status:
3. Click Quote Status from the menu. 
   
   
   
   
4. Click Add New to add a quote status and Submit. 
5. To make any changes to an existing quote status, 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.

If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 

 

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