Add and view details of a quote

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Use the Details tab to add and view basic information for a quote.

    Vorbereitungen

    Role required: sales_agent

    Warum und wann dieser Vorgang ausgeführt wird

    Use the Details tab to add more information about your quote, such as addresses and contacts. You can also indicate whether the quote is active and set the quote state.

    Prozedur

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quotes > All and select your quote.
    3. In the Details tab, fill in the basic information.
      For more information, see Quote details forms.
    4. Select Save.

    Nächste Maßnahme

    Add products to a quote vb.