Quote Overview

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.

Updated on March 27, 2023