Introduction to Quotes

Select the Quote icon rom the Buddy Bar on BuddyCRM.

quotes menu item shown on the buddy bar in BuddyCRM

You will be taken to a list of all your existing quotes.

Screen Shot 2013-09-13 at 10.52.48

 

Here you can view all your quotes including when they were created and how much the quote is worth.

You can also delete a quote by clicking Screen Shot 2013-09-13 at 10.50.13

 

If you wish to search for a specific quote, click Screen Shot 2013-09-13 at 11.08.38 at the bottom of the Quote List box, this introduces a search box.

 

Screen Shot 2013-09-13 at 11.10.20

 

You can search by owner, company name, record type or quote number.

 

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Once you have filled in your search requirements, press enter on your keypad and your results will appear.

How to…View more details on a quote

Each quote created in BuddyCRM is assigned a number. In the example here, the number is 1, shown in blue.

 

Screen Shot 2013-09-13 at 10.52.48

 

Click on the number 1 to take you to another screen giving you more details on the quote.

 

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Should you wish to edit your quote, click Screen Shot 2013-09-13 at 11.03.43

 

You can now edit any of the fields or add notes in the notes field.

 

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Click Screen Shot 2013-09-13 at 11.05.16 to save and update your quote.