Navigating a Quote
Navigating a Quote
If your Quote is not reflecting on your opportunity correctly due to a changes being made, Click More, then Click Push Products to SF
To make a change to a product on your quote, click the three dots under Actions on the line item you want to edit. Then click Change Options
To Search for a quote you’ve already created, type either the Quote Number (beginning with DQ, found under Quote on your Opp) OR type the business name into the search bar in EQ
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