How Can I See All the Quotes I Have Done for My Client on SolutionBuilder?

50 views 22/10/2018 18/11/2021 1

The quotes for your client will appear on the ‘client history’ page.  You can access the client history page by clicking the silhouette icon at the top right of the screen, then selecting ‘client history’ which will load a page displaying all quotes completed in the last 30 days for that client.

 

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