Operations CRM - View Quote Requests Under a Company

1. Navigate to "CRM"

   To view all quote requests associated with a customer, navigate to the "CRM" section in the Operations Portal.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies", you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView", or "crmCompanyView". Just a reminder, "crmCompanyView" access only allows employees to access companies that are assigned to them.

   

3. Search for the company

   Type a keyword in the "Search..." field.

   

4. Click on the more details icon

   Click on the more details icon.

   

5. Click "More"

   Then, click "More" to view other tabs.

   

6. Select "Quote Requests"

   Select "Quote Requests".

   

7. List of quote requests

   The screen shows all quote requests associated with the company.