Mark rental quotation as Canceled

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If you or the prospect decides not to continue with a rental quotation, you can mark it as Canceled.

Steps

  1. Go to Rental order management > Rental quotations > All rental quotations.

  2. In the list, find and select the desired rental quotation.

  3. On the Action Pane, click Follow up.

  4. Click Cancel.

  5. In the Reason lost or canceled field, enter or select a value.

  6. Click OK.