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DrillDown Icon MANUALS and Other Info for SQL MANEX Client Server
DrillDown Icon Customer Relationship Management (CRM)
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Prerequisites for Quote

The prerequisites to archive Quote records are:

  1. After activation, System Utility access for each user must be setup in the ManEx Security module.  Users with “supervisor’s rights” will automatically have access.
  2. All product numbers for that quote number must have a status of either "Transfered",  "Cancelled", "Won", or "Lost".
Article ID: 1639