Quote Dashboard Overview

The Quote Dashboard enables you to efficiently locate and organize your quotes using customizable filtering options and adjustable column displays.

The Quote Dashboard consists of several key sections designed to enhance your experience.

1. The first step to using the Quote Dashboard is to click on the "Quotes" menu item in the left navigation menu.
2. Near the top of the Quote Dashboard you should see The View Management section.  This allows you to customize the filters and columns displayed, giving you the flexibility to create both personal views and company-wide perspectives.
3. Below the View Management section is the Quote Filter section, you can access all available filters, making it easy to pinpoint the specific quote you need.
4. Finally, the Data section presents a comprehensive list of all your quotes, providing a clear overview of your quoting activities.