You are able to view your Quotes in both the Management Portal and in the App.
To view your Quotes in the Management Portal,
- Select CRM from the top menu bar.
- Select Quotes from the drop-down.
- Ensure you have the correct filters chosen to show the quotes in each status.
To view your Quote using the App,
- Select the Accounts icon.
- Select Quotes.
- Use the tabs at the top to norrow down your view from All, Open, Won and Lost.
