Service Manager
How to: Manage Pending Agreements
Sales > Managing Agreements > How to: Manage Pending Agreements

The Pending screen allows you to perform various duties for the agreement. Arrange installations, setup deliveries and change the state of the agreement. This ensures you have everything in place before the agreement goes live. See How to: Make an Agreement Live

 

Awaiting Design

Awaiting Stock

Awaiting Installation

Ready For Installation

Installation Complete

 

Describe filters

Installations > Send to pending installations

Routes > Send to Site Delivery