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How To View and Manage Quotes

Required LRM Access: Owner, Admin, Sales Admin

1

Search and View Quotes

  1. Navigate to:
    LRM > Finance > Quotes, or
    LRM > Sales > Quotes
  2. (Optional) search and filter data.
  3. 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.