Find a Quote

Quotes can be accessed from a related Sales project record.

To find a Quote:

1. Open Console.
2. On the Home app, find the 🔎 Search box on the Projects tab.
3. Enter a relevant search field, such as the Customer's name or Site address.
4. To view an active Quote record, select the Quote reference number.
5. To view all Quotes on a Project, select the Project reference number.