To view quotes you have created for your clients follow the below instructions.
From the BusinessMind home page click on the Contacts link
Here you will see a section called View Quotes which will contain smart sets you created as well as some predefined smart sets like Active Quotes. ย
Clicking on Active Quotes will display your active quotes in the list view.
Clicking on a quote will display the quote detail view.
As with any list view in BusinessMind you can search, create smart sets, download to a csv file, and of course view the detail view of the record.