How to Access Customer Quotes Grid?

  1. Upon successful login, expand the Sales module from the left navigation bar.
  2. From the options revealed, click Quote. Doing so takes you to the Customer Quote grid.
  3. 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.

  4. Clicking a quote row opens the Quote Details in a panel on the right.