Working with Quotes list (MYORG)
Overview
The Quotes tab displays all your quotes related to your customer account.
Possible quote types can be
- Quotes from our CGM Sales Representative
- Renewal Quotes in case your existing contract expires
Searching for a Quote
1. Navigate via the left main navigation to the MYORG menu.
2. On the Transactions tab, click the Quotes tab.
3. Enter a search term into the search field and press the Enter key.
Adjusting the number entries per page
On the Quotes list, click the View button to adjust the number of entries that should be displayed on one page of the list.
- 10 entries per page
- 25 entries per page
- 50 entries per page
Sorting the Quote list
On the Quotes list, click on the Sort By button and select to display the entries in either
- ascending or descending order of the Creation Date
- ascending or descending order of the Price
Filtering the Quote list
On the Quotes list, click on the Filters button to filter the list of entries
- by Status
- by Contact Person
Once selected, click the Apply button.
If you want to reset the applied filters, click the Clear All button.
