Quotes
Use the Quotes module to create and manage quotes for your products and services.
The Quotes Home page displays the following information:
- A Search sub-panel where you can enter keywords such as the quote number or account name to search for a specific quote.
- To search only for quotes assigned to you, select Only my items.
- To perform an advanced search using additional fields, click the Advanced Search tab.
- To customize and save the search layout and results, click the Saved Search & Layout link on the Advanced Search tab.
- A Search sub-panel where you can enter the subject or contact to search for related activities. To perform an advanced search using additional fields, click the Advanced Search tab.
To view a column in the search result, move it to the Display Column list using the left arrow. You can also change the order in which the results display from Ascending to Descending. Enter a name for the search results in the Save this View as ? field and click Save.
- A list of existing quotes along with related information such as the account name and amount.
- To view the quote details, click the subject or the View icon adjacent to the user name.
- To edit the quote details, click the Edit icon adjacent to the user name; alternatively, click Edit on the detail page.
- To export one or more quotes, click Export located above the Quotes list.
- To update or delete one or more of the listed quotes, use the Mass Update sub-panel.
- To display the details of a quote, click on the quote name in the list.
- A Shortcuts section that displays the following options:
- Create Quote. Click this option to create a new quote.
- Quotes. Click this option to navigate back to the Quotes Home page from a quote's detail page.
- Quote Reports. Click to option to view existing quote reports or to create one.
- A Create Quote quick form that you can use to create a new quote. This form displays only required fields. You can enter information for optional fields after you create the quote.