Sales Opportunities/How to View a Quote

1. To access the Sales module, select the Sales module tab. The Select the Opportunity from the list of Sales Oppor-tunities. The “Opportunity” dialog for that Opportuni-ty will appear. (shown below)

2. In the “Select a Related View” dropdown menu, se-lect “Quotes.” Summarized information about the quote will appear.

3. To view detailed information about a Quote, click on the Quote’s “Title.” The Quote detail screen will ap-pear.