View the list of quotes
To view the list of requests for a quote, go to Quotes (see Navigation).
The list includes the following columns:
- ID — the unique identification number of a request for quote as a link to its page (see View quote details).
- Name — the name of a request for quote as a link to its page.
- Account — the name of the linked account as a link to its page (see Viewing and updating account's details).
- Created at — the date and time when a request for quote was created.
You can filter the list of requests for a quote by every column and the following additional parameters:
- User — the name of a customer's user who created a request for quote.