You can delete a quote that is in any status on a contact record using the following steps:
- Go to the "Orders" tab of an existing contact record
- Click the quote to open it
- Click the Delete button
Quotes that have not been sent and are in a Draft status may be deleted.
- In the draft quote click the Delete button
- Confirm that you would like to delete the quote
- You will see the following confirmation when the draft has been deleted
Comments
0 comments
Please sign in to leave a comment.