- Help Center
- Sales
- Quotes
How to Access Customer Quotes Grid?
- Upon successful login, expand the Sales module from the left navigation bar.
- From the options revealed, click Quote. Doing so takes you to the Customer Quote grid.
- Here, all the customer budget records are listed. Information is tabulated via various columns that include Date of receipt, Quote, Checked, Customer, Amount, Due Date, Sent, and Status.
- Clicking a quote row opens the Quote Details in a panel on the right.