Quotes tab
The Quotes tab displays a list of associated Quotes.
To access the Quotes tab, click the Quotes tab from the Account or Opportunity detail view. If the tab is not displayed, click . See More tabs
You can filter the data displayed on this tab based on:
- The Accounting Entity (if the Master Data Consolidation functionality is enabled).
- The Status (if the Back Office Extension integration is enabled).
- The CRM Status (if the Back Office Extension integration is disabled).
On this page, you can:
- Click the Quote detail view. See Using the Quote detail view to view
- Click Adding a quote to add a quote. Perform these steps to add a quote, see
- Select the record to be removed and click .