Using the Quotes List View

• On the Navigation Bar, click Quotes.

• Click the Refresh button.

• If necessary, use the Lookup to locate a quote, and then click on the quote number.

  The Quote number includes a prefix value which indicates where the quote was created. CRM if the quote was created in Infor CRM or EXT if the quote was created in an integrated back office application. This prefix does not display in the integrated back office application.

On the Task Pane, under Common Tasks, you can:

• Add to Group
• Remove from Group
• Save Records as a Group
• Export
• Promote to Dashboard
• Update
• Delete