View an existing quote

View existing quotes to update the quote status or make other changes.

Before you begin

Role required: sales_agent

Procedure

1. In the CSM Configurable Workspace, select the List

1. Select Quotes > All.

   • All Quote- shows all the quotes in the instance.
   • My Quotes- shows your quotes.
   • My Teams Quote- shows the team quotes.
   • Select the quote that you’re working with.

2. Make updates to the quote as needed.

3. Select Save.

Parent Topic:Using Quote Management