The customer can accept or reject the project rental quotation. To record the customer’s response, mark the quotation as Confirmed, Lost, or Canceled.
This flow explains how to mark the project rental quotation with one of these statuses. After you confirm, lose, or cancel the quotation, you can no longer change it.
| Name | Responsible | Description |
|---|---|---|
|
Mark project rental quotation as Canceled |
Sales clerk |
If a project rental quotation has been sent, you or the customer can decide to cancel it. In that case, mark the quotation as Canceled. |
|
Mark project rental quotation as Confirmed |
Sales clerk |
If a project rental quotation has been sent and accepted by the customer, mark the quotation as Confirmed. |
|
Mark project rental quotation as Lost |
Sales clerk |
If the customer does not accept the project rental quotation, you can mark it as lost. |
