{"id":223,"date":"2019-02-28T20:23:40","date_gmt":"2019-02-28T20:23:40","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=223"},"modified":"2023-03-27T04:10:47","modified_gmt":"2023-03-27T04:10:47","slug":"rfq-overview","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/au\/hc\/sales\/quotes\/rfq-overview\/","title":{"rendered":"Quote Overview"},"content":{"rendered":"
    \n
  1. On the list with Leads, locate the one who you want to manage the RFQ for.<\/span><\/li>\n
  2. Hover over the Lead, until the action icons appear, click the <\/span>Edit <\/b> icon.<\/span><\/li>\n
  3. Switch to the <\/span>Sales Folders<\/b> tab.<\/span><\/li>\n
  4. In the block with the Sales Folder information, locate the RFQ Management button and click it. A page opens, as follows:<\/span><\/li>\n<\/ol>\n

    \"\"<\/p>\n

    The page is comprised of the four tabs, as follows:<\/span><\/p>\n\n\n\n\n\n\n
    General<\/b><\/a><\/td>\nAccommodates information about legal owners of the land.<\/span><\/td>\n<\/tr>\n
    Sites<\/b><\/a><\/td>\nLists Inspection reports on Sites.<\/span><\/td>\n<\/tr>\n
    Quotations<\/b><\/a><\/td>\nLists all the quotations that have been produced for this Sales Folder.<\/span><\/td>\n<\/tr>\n
    E-Docs Signing<\/b><\/a><\/td>\nLists all the signed electronic documents in this Sales Folder.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n

    <\/p>","protected":false},"excerpt":{"rendered":"

    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…<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[50,95],"ht-kb-tag":[],"class_list":["post-223","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-quotes","ht_kb_category-needs-update"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/223"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/comments?post=223"}],"version-history":[{"count":5,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/223\/revisions"}],"predecessor-version":[{"id":9048,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/223\/revisions\/9048"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/media?parent=223"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-category?post=223"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-tag?post=223"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}