How to Withdraw Sales Form
- Go to Placement Search.
- Enter the Placement ID or other search criteria for the required Sales Form.
- Click on Search. The placement will be listed in the list
- Click on the Placement ID in ‘ID’ column->Edit Placement screen will be displayed
- In the Status field->Click on the drop down. Select ‘Withdrawal’
- Click on ‘Save’.
- The Status of placement will change to ‘Withdrawal’.
- Click on ‘Email to Accounts’ and generate the Sales Form.
- The Sales Form will show the status .Type of Deal =’New Withdrew’
1,915 thoughts on “How to Withdraw Sales Form”
Comments are closed.