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Adding or Updating Quote Team Information for a Quote

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

To add or update quote team information 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. Add a new position to a quote team as follows:
   1. Tap Quote Teams in the work area, then the Add (check mark) icon.
   2. Select the position that you want to add, then tap the Add (check mark) icon.
   3. Tap Save when finished.
4. Update the primary position in an existing quote team as follows:
   1. Tap Quote Team in the work area, and then tap the position that you want to update.
   2. Tap Edit and select Primary.
   3. Tap Save when you are finished.