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

Adding or Updating Quote Items for a Quote


Complete the following procedure to add or update quote items for a quote.

To add or update quote items for a quote

  1. Tap Quotes on the application banner to display the Quotes list.
  2. Tap a quote in the list.

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

  3. Create a new quote item for a quote as follows:
    1. Tap Quote Items in the work area, then the plus (+) icon.
    2. Enter the information for the new quote item on the New Quote Items page.

      The Quantity field is required and must be completed when adding new quote items.

    3. Tap Save when finished.
  4. Update an existing quote item as follows:
    1. Tap Quote Items in the work area, and then tap the quote item that you want to update.
    2. Tap Edit, and update the quote item information as required.
    3. Tap Save when finished.
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