View an existing quote

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: sales_agent

    Procedure

    1. Navigate to the List view Lists tab. and select All Quotes.
      • All Quote- shows all the quotes in the instance.
      • My Quotes- shows your quotes.
      • My Teams Quote- shows the team quotes.
    2. Select the quote that you’re working with.
    3. Make updates to the quote as needed.
    4. Select Save.