Add and view details of a quote
Use the Details tab to add and view basic information for a quote.
Antes de Iniciar
Role required: sales_agent
Por Que e Quando Desempenhar Esta Tarefa
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.
Procedimento
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In the CSM Configurable Workspace, select the List
view.