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  1. This is the outlay of the Quotes Page

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  • Click in the Search Field to find a quote by Quote No / Contact Name / Agent

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  • Click on any of the subheadings and it will arrange the specific column in chronological order

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  • Click on the Pencil Icon to open any of the exisiting Quotes to edit

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  • Once finished editing click on proceed to the Review Quote Button

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  • Review the changes made and then click on Save Changes or select the Back Button to go back to the previous page.

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  • Click +Convert to Booking Button to convert the quote to a booking

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