Operations CRM - View Quotes under a Company

1. Navigate to "CRM"

   To view quotes associated with a company, 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. Companies matching your keywords will appear as you type.

   

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 "Quotes"

   Select "Quotes".

   

7. View all quotes

   Here you can view all quotes associated with the company.