Displaying Quote Details

You can display quote details by using the Quotes list.

To display quote details

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. Tap a quote in the Quotes list.

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

3. To view the related items for the selected quote, tap the following names in the list in the side pane:

   • Line Items. Shows the quote item information for the quote. For more information, see Modifying Line Item Information for a Quote.

   • Orders. Shows the order information for the quote. For more information, see Modifying Order Information for a Quote and Converting a Quote to an Order.

   • Quote Team. Shows the quote team information for the quote. For more information, see Modifying Quote Team Information for a Quote.