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Siebel Order Management Guide > Working with Quotes >
Accessing An Existing Quote
When an end user wants to review an existing quote or make changes to it, the end user can access the quote from a number of different places in your Siebel application. The procedures in this documentation primarily describe accessing quotes from the Quotes screen, but end users can also access quotes from an opportunity, from an account, from a contact, or from a service request.
To access an existing quote
- Navigate to one of the following screens:
- Quotes > All Quotes
- Opportunities > All Opportunities
- Accounts > All Accounts
- Service Requests > All Service Requests
- Contacts > All Contacts
- Click the Quotes view tab. (Not necessary if you are already on the Quotes screen.)
- In the Quotes list, drill down on the quote name.
The Line Items list and Totals subview appear, displaying details of the quote.
The end user can now make additions or changes to the quote, if it is still in progress, or the end user can revise the existing quote, if appropriate. For more information, see Creating a Quote or Order or Revising a Quote.
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Siebel Order Management Guide Published: 18 April 2003 |