Use hierarchical list view for quote line items

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Sales agents can view quote line items as a hierarchical list, which helps to view the parent and child relationship between line items.

    Before you begin

    Role required: sales_agent

    Procedure

    1. In the CSM Configurable Workspace, select the List icon .
    2. Navigate to Quotes > All.
    3. Select the quote that you’re working with and open the Line items tab.
    4. Use the control to manage the line items.
      Control Description
      Caret Opens the hierarchical list view showing the child line items.
      Pencil Make additional configuration changes to the products in the line item.
      Number Shows the number of child line items contained in the parent line item.
      Filter Filters line items.
      Toggle Toggles between hierarchical view and standard view.