Operations CRM - Delete a Cash Quote

1. Navigate to "CRM"

   In order to delete a cash quote, start by navigating to "CRM' section in the Operations Portal.

   

2. Go to the "Cash Quote" screen

   Then, go to the "Cash Quote" screen. In order to access and update Cash Quotes you will need to be set up either as an "administrator" or a "superuser", or have the following roles: "orderView", "orderEdit" and "dispatch".

   

3. Click on the "Data" tab

   Click on the "Data" tab

   

4. Locate your cash quote

   Find a specific cash quote by using the search bar, filtering or scrolling through the grid.

   

5. Click on the row number

   Select the cash quote that you would like to delete by clicking the row number on the left.

   

6. Click on the "Edit" menu

   Click on the "Edit" menu.

   

7. Select "Delete selected rows"

   Select "Delete selected rows" to delete the cash quotes you’ve selected. Be sure that you have selected the correct cash quote before deleting.