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Finding a Quote

To find a quote:

  1. Right-click on or hover over the Find menu button. The Pop Out list is displayed.
  2. Select Quote from the pop out list. The quote Find page is displayed.
  3. Type or select the search criteria on the Find page.
  4. Select the Find action button. A list of all quotes matching your search criteria is displayed.
  5. Click on the hyperlink of the Quote Reference or Description. The Quote Details page is displayed, which gives you an overview of the quote.

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See Also:

Creating Quotes and Orders Outside of the Opportunity Context

Finding an Order