View an existing quote

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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 view.
    2. Select Quotes > All.
      • All Quote- shows all the quotes in the instance.
      • My Quotes- shows your quotes.
      • My Teams Quote- shows the team quotes.
    3. Select the quote that you’re working with.
    4. Make updates to the quote as needed.
    5. Select Save.