We are currently updating our site; thank you for your patience.

Sales

Quotes - View Quote in CRM

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

Ribbon Access:

• From your web browser, navigate to the CRM Homepage.
• Click on the Quotes tile.

• The Quotes listing page will open.
• 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:

• View, Edit or Delete Quote,
• Create a Copy (Clone) of the quote,
• Accept Quote the quote or
• Reject Quote the quote.

Related Topics

• Add Quote
• Edit Quote
• Delete Quote
• View Quote
• Accept and Reject a Quote
• Print and Export a Sales Quote
• Forward Navigation
• Apply Project Methodology
• Clone a Quote
• Export a Quote
• Generate a Sales Order
• Creating a Quote from a Call
• Creating a Quote from a Project
• Link Quote Items to a Work Order
• CRM Basics - Quotes
• View Quote in CRM
• Add new Quote in Sales Studio