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How do I view the quotes i have created for my clients.
How do I view the quotes i have created for my clients.

Describes how to view quotes created for your clients in BusinessMind software for Jewelers

Chris Minassian avatar
Written by Chris Minassian
Updated over 4 years ago

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.  

  • 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.

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