How to View Your Quotes
Introduction
You can easily view your Quotes and the different Quote States they are in at any time. Below is an overview of how to view your Quotes.
1. Go to the Quote List View by clicking Quotes in the Top Navigation.
2. Click the Custom View menu and select the View you would like to see based on the definitions below.
Default Custom Views for the Quotes Module:
- 1. Open Quotes - Quotes currently Open
- 2. Quotes on Hold - Quotes on Hold
- 3. Quotes Sign in Process - Quotes sent for Signature, but not yet Signed
- 4. Quotes Sold - Quotes that are Sold
- 5. Quotes Not Approved - Quotes Not Approved by management
- 6. Quotes Lost - Quotes that are Lost
- All Active Quotes - Includes Open, Hold, Sign in Process and Not Approved Quotes
- All Quotes - All of your Quotes
- Co-Owner Quotes - Quotes where you are not the primary Owner
- My Quotes - All of your quotes where you are the primary Owner
Alert
You can only view Quotes you have access to. If you are not the primary owner of the Quote or a 2nd Sales rep added to the Quote Record, you will not have access to the Quote unless it was manually shared with you.
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