1. Help Topics
  2. Quote
  3. How to…View more details on a quote

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.

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

Should you wish to edit your quote, click

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

Don’t forget to click Save to keep any changes.

Updated on June 20, 2018

Was this article helpful?

Related Articles