Use hierarchical list view for quote line items

Sales agents can view quote line items as a hierarchical list, which helps to view the parent and child relationship between line items.

Before you begin

Role required: sales_agent

Procedure

1. In the CSM Configurable Workspace, select the List icon .
2. Navigate to Quotes > All.
3. Select the quote that you’re working with and open the Line items tab.
4. Use the control to manage the line items.

   Control	Description
   Caret	Opens the hierarchical list view showing the child line items.
   Pencil	Make additional configuration changes to the products in the line item.
   Number	Shows the number of child line items contained in the parent line item.
   Filter	Filters line items.
   Toggle	Toggles between hierarchical view and standard view.