View an existing quote

task brazil Updated Sep 10, 2026 1 min read quote-management-viewing-a-quote.md
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View existing quotes to update the quote status or make other changes.

Before you begin

Role required: sales_agent

Procedure

  1. In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.

  2. Select Quotes > All.

    • All Quote- shows all the quotes in the instance.
    • My Quotes- shows your quotes.
    • My Teams Quote- shows the team quotes.
  3. Select the quote that you’re working with.

  4. Make updates to the quote as needed.

  5. Select Save.

Parent Topic:Using Quote Management

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