Quote Details Tab

The Details Tab appears in the Quote Detail view. This tab contains specific information about the quote, such as the order location, who requested the quote, and the date on which the quote's status most recently changed.

To view the Details Tab

1. From the Quote Detail view of the quote you want to change, click the Details tab. If the tab is not visible, click the More Tabs tab.
2. View or edit the following information.
   • Account Manager - Click the Find button to find the person or team within your organization that manages the account and this quote.
   • Requested By - Click the Find button to find the contact requesting the quote.
3. If you made any edits click the Save button.