Sales

Quotes - View Quote in CRM

Sales Quotes that have been created or edited in BPO2 will automatically pull through to CRM.

Ribbon Access:
  1. From your web browser, navigate to the CRM Homepage.
  2. Click on the Quotes tile.

  1. The Quotes listing page will open.
  2. The Quote you have Created, Edited or Cloned in BPO is displayed in the Quotes list.

You can use the functionality on this page to:

  1. View, Edit or Delete Quote,
  2. Create a Copy (Clone) of the quote,
  3. Accept Quote the quote or
  4. Reject Quote the quote.