Create quote versions

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

    • Use the Revisions tab to create and view the versions of your quote.

    Vorbereitungen

    Role required: sales_agent

    Warum und wann dieser Vorgang ausgeführt wird

    The Revisions tab shows all the versions of a quote. Version numbers are sequential. If the quote is active, the Active field is selected.

    Prozedur

    1. In the CSM Configurable Workspace, select the List view.
    2. Select QuotesAll.
    3. Select the quote that you’re working with.
    4. Select the Revisions tab.Image shows the quote form with the Details tab open which allows agents to fill in details for a quote.
    5. Select the More ActionsMore options icon. icon and select Create new version.
      A new version of the quote is created. Select the quote in the message to open the new version. The Active option, if selected indicates the Active version of the quote. Use the Revisions tab to view a list of all the current quote versions. Version numbers are sequential.
    6. Return to the Quote list view and refresh the view to see the latest version created.
    7. Select the Active option as a reminder of the active quote.

    Nächste Maßnahme

    Use the Customer Order tab to start an order from the Quote. See Convert quotes into orders for more information.