Viewing quotation
To view the quotations under Account in M3 CLM
Web UI and M3 CLM Mobile, add these information in the
Account menu and connect them to the corresponding
filters:
- For Standard, Equipment, After Sales, and Rental Quotations, select Quotes filter.
- For MCO Quotes, select MCO Quotes (v2) filter.
To add account menu items, see Adding account menu items.
To view the linked MCO quotes main activities to an opportunity, select Opportunities - Activities (v2) filter.
You can only view Standard, Equipment, After Sales, and Rental Quotes main activities that are linked to opportunities using the default filter.