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Introduction to Quotes

Select the Quote icon from the Buddy Bar on BuddyCRM.

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

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 You can search for a specific quote in the search bar in the top right of the screen.

You can filter by owner, company name, record type or quote number etc, by clicking the headers of the table.

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

Updated on June 20, 2018

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