Using the Quotes list view

The Quotes list view displays list of quotes that you have access. You can use Groups and Lookup to filter the list of records.

To access the Quotes list view, you can click Quotes on the Navigation bar.

On this page you can:

• Click Refresh, to refresh list information.
• Use the Lookup to locate a quote and click the Quote Number, to access the Quote detail view.
  Note: The Quote Number includes a prefix value which indicates wherein the quote has been created. CRM if the quote has been created in the application or EXT if the quote has been created in an integrated back office application. This prefix does not display in the integrated back office application.
• Use the Summary view. See Using the Summary view
• Work with records in a grid. See Working with Grids in list views and tabs
• Filter My list. See Using Task Pane filters
• View a group. See What are Groups?

The Task Pane contains the Common Tasks section. In this section, you can:

• Use Mail Merge in the web client. See Using Mail Merge in the web client
• Add or remove a quote from a Group. See Adding Ad Hoc group records
• Save Records as a Group. See Adding an Ad Hoc group
• Export the quotes. See Exporting records to a file
• Promote to Dashboard. See Working with the Welcome page
• Update the quotes. See Updating multiple fields for multiple records
• Delete the records. See Deleting multiple records
• Start CRM workflow. See Starting a CRM workflow