Quotes Tab

The Quotes tab displays a list of associated Quotes.

To open the Quotes tab, click the Quotes tab from the Account or Opportunity Detail view. If the tab is not displayed, click More Tabs.

On this page you can:

  • Click the Quote Number to view quote Detail view.
  • Click (Insert Quote) to add a quote. Follow the steps to add a quote.
  • Select the record to be removed and click (Delete), to delete a quote.