Modifying Quote Information

Complete the following procedure to modify quote information.

To modify quote information

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

   • The Quotes list and details for the selected quote in the main pane.

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

2. Update an existing quote as follows:

   1. Tap a quote in the Quotes list.

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

   2. 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.

3. Create a new quote as follows:

   1. 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.