- On the list with Leads, locate the one who you want to manage the RFQ for.
- Hover over the Lead, until the action icons appear, click the Edit icon.
- Switch to the Sales Folders tab.
- In the block with the Sales Folder information, locate the RFQ Management button and click it. A page opens, as follows:
The page is comprised of the four tabs, as follows:
General | Accommodates information about legal owners of the land. |
Sites | Lists Inspection reports on Sites. |
Quotations | Lists all the quotations that have been produced for this Sales Folder. |
E-Docs Signing | Lists all the signed electronic documents in this Sales Folder. |