---
sourceDocument: Yokohama Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/order-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Use hierarchical list view for quote line items

# Use hierarchical list view for quote line items {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 CRM Workspace, select the List ![]() view.
2. Navigate to QuotesAll.
3. Select the quote that you're working with and open the Line items tab.
4. Use the control to manage the line items.  
   {#quote-management-view-hierarchical-line-items__table_kj1_t5f_d2c__entry__2}

   | 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. |
   [ ]

   {#quote-management-view-hierarchical-line-items__table_kj1_t5f_d2c}

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