You are able to view your Quotes in both the Management Portal and in the App.

To view your Quotes in the Management Portal,


  1.  Select CRM from the top menu bar.
  2. Select Quotes from the drop-down.
  3. Ensure you have the correct filters chosen to show the quotes in each status.

To view your Quote using the App,

  1. Select the Accounts icon.
  2. Select Quotes.
  3. Use the tabs at the top to norrow down your view from All, Open, Won and Lost.