Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Sales > Managing Quotes for Siebel Sales >

Adding or Updating Quotes


To add a new quote or update existing quote information, complete the following procedure.

To add or update an existing quote

  1. Tap Quotes in the application banner to display the Quotes list.
  2. Update the existing quote information as follows:
    1. Tap a quote in the Quotes list.

      All quote details for the selected quote are displayed in the work area.

    2. Tap Edit, update the information as required, and then tap Save when finished.
  3. Add a new Quote as follows:
    1. Tap the plus (+) icon in the work area.
    2. Enter the details for the new quote on the page that opens, then tap Save.
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