View Quote Details for Energy & Utilities

You can view quote details in a number of ways.

  1. Log in to your Large Account Sales Management application org. The Home page is displayed.
  2. Select the Opportunities tab.
  3. For a specific opportunity, click the number in the Quotes column
    For a specific opportunity, see the quote details
  4. From the pop-up window, click the quote name that you want to view.

    The Quote Details page is displayed.

    Quotes details page
  5. Alternatively, select Quotes from the drop-down next to the Home page.
  6. Click the quote name that you want to open.
  7. You can also open opportunities from the Accounts page. Select Accounts from the drop-down next to the Home page
  8. Click the required account name for which you want to see open quotes.
  9. In the Accounts page, select the Opportunities tab. Click the quote name that you want to open.

    The Quote Details page is displayed.