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.

 

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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.