Modifying Quote Team Information for a Quote

Complete the following procedure to modify the quote team information for a quote.

To modify the quote team information for a quote

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. Update an existing quote team as follows:

   1. Tap Quote Team in the list in the side pane.

      All team members associated with the quote appear in the Quote Team list in the main pane.

   2. Tap the team member that you want to update.

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

      You can update only the Primary check box. You must navigate away from the record to save your changes to it.

      Note: You can update the Primary check box only in online mode.

4. Add an existing person to the quote team as follows:

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

   2. Choose the person on the list that appears, and then tap OK.