---
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


---

# View an existing quote

# View an existing quote {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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. In the CRM 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.
   {#quote-management-viewing-a-quote__ul_amt_4y3_11c}
3. Select the quote that you're working with.
4. Make updates to the quote as needed.
5. Select Save.

*[\>]: and then