View an existing quote

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • View existing quotes to update the quote status or make other changes.

    Antes de Iniciar

    Role required: sales_agent

    Procedimento

    1. In the CSM Configurable Workspace, select the List view.
    2. Select Quotes > All.
      • All Quote- shows all the quotes in the instance.
      • My Quotes- shows your quotes.
      • My Teams Quote- shows the team quotes.
    3. Select the quote that you’re working with.
    4. Make updates to the quote as needed.
    5. Select Save.