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Use this form to create and maintain the types of quotations you want to categorize your quotations in. Quotation types are also used for sales management statistics, to aid in better tracking and analysis of the types of quotations issued.
When the quotation is created, defining a quotation type is mandatory.
Navigating
the form
The following tables provide descriptions for the controls in this form.
Fields
|
Field |
Description |
|---|---|
|
|
Further description of the quotation type. |
|
|
The category of quotation, such as campaign or one time offer. |
