Adding Quotes |
Top Previous Next |
You can access the Quotes page by clicking the Quotes sub-tab on the Account Details page, as shown in Figure 1.
Figure 1 Accessing the Quotes Page Your customers should be informed of your offers and prices. These are usually in the form of a quote. The Quotes page displays the details of all the quotes related to an account, as shown in Figure 2. You can add a quote by clicking Add a Quote. For more details, refer to Adding a Quote.
Figure 2 The Quotes Page Clicking
For more details, refer to Understanding Quotes. |