How to view a Quotation:
If viewing a Quotation for a Customer:
- Main Menu
- Click Customers
- In the list on the left, select the Individual or Company that you would like to create a quotation for by clicking the blue circle button
- In the bottom half of the screen, click on the Quotes tab
- Select the name of the contact you would like to view the quotation for in the drop down list
- Click the Blue circle button to open the desired quotation
If viewing a Quotation for a Prospect:
- Main Menu
- Click Prospects
- In the list on the left, select the Individual or Company that you would like to view a quotation for by clicking the blue circle button
- In the bottom half of the screen, click on the Quotes tab
- Click the Blue circle button to open the desired quotation
Note: You must have sufficient rights to access the quotation.