Managing an Existing Quote

Context for the current task

  1. Within the Quick Quotes section of the main menu, select MANAGE EXISTING QUOTE. The Quick Quotes screen is displayed.

  2. Either:
    • Enter criteria in any of the search fields and click Search to limit the number of transactions displayed, or
    • Browse through the list of all transactions by using the page navigation buttons.

  3. Click on the desired quote to begin managing the quote. The selected quote is displayed in the Quick Quote screen.