Required LRM Access: Owner, Admin, Sales Admin
1
Search and View Quotes
- Navigate to:
LRM > Finance > Quotes, or
LRM > Sales > Quotes - (Optional) search and filter data.
- Click on the Quote Number to open the Quote Details page, or
Click on the Sales Contact to open the Edit Sales Contact drawer.
2
Export quote data
Export selected quote records using Data Exports.
3
Add custom fields to quotes
Add custom fields to quotes using Custom Fields.
Quote custom fields are only visible internally.
4
Add file notes to quotes
Add file notes to quotes of any status using File Notes.
Quote file notes are only visible internally.