Quotes related section

The Quotes related section displays the quotes linked to selected entity.

You can access this section from the details page of these entities:

  • Account
  • Opportunity
Note: The workspace can be different based on the access rights provided to you or the customization.

The toolbar options available in this section:

  • Expand: Use this option to view the records in this section. A maximum of 20 records are displayed in the Card or List format.
  • Insert: Use this option to add a new record.
  • Filter: Use this option to filter the Quotes.
    Note: You can only virew if this section is accessed from the Account details page.
  • Toggle View: Use this option to switch between the Card and List format.
  • View Full List: Use this option to view or modify the data related to the Quotes linked to the selected entity.

For each record, you can:

  • Click the name of the Quote or Edit to view or modify the Quote details.
  • Click Delete to delete the Quote.
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