How Do I Save Detailed Quotes Back Into My SolutionBuilder Client History Page?

64 views 22/10/2018 18/11/2021 0

Close the Detailed Quote browser tab you have open titled ‘PHI Comparison’.  This will take you back to SolutionBuilder where a box will appear with the option to ‘click here to save and apply for detailed quotes’.

You can flag one or more, and then click ‘save for later’. The quotes will appear on the client dashboard with a green box and an arrow pointing out.

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