Modifying Quote Information for an Opportunity

Complete the following procedure to modify the quote information for an opportunity.

To modify the quote information for an opportunity

1. Tap Side Menu and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the main pane.

   • A list in the side pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear after the list in the main pane.

3. Update an existing opportunity quote as follows:

   1. Tap Quotes in the list in the side pane.

      All quotes associated with the opportunity appear in the Quotes list in the main pane.

   2. Tap the quote that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new opportunity quote as follows:

   1. Tap Quotes in the list in the side pane and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new quote in the fields that appear, and then save the record.