The Quotes tab displays a list of associated Quotes.
Open the Quotes tab
- Open the Account or Opportunity Detail view and click the Quotes tab. If the tab is not visible, click the More Tabs tab.
View quote details
- Click the Quote Number to go to the Quote Detail view.
Add a quote
- Click the Insert Quote button.
- Follow the steps for adding a quote.
Delete a quote
Select the record you want to remove and click the Delete button.
- Click OK.
What's New in this Release
For a list of new features, see the What's New In This Release topic.
Getting Started with Infor CRM Web Client
Infor CRM Quick Reference for the Web User
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