My Quotes Search

This page enables you to manage your quotes.

You can use this page to:
  • Locate and view the quotes that you own.
    Note: If you have the correct permissions, you can create and edit quotes and view quotes that belong to others using the Quotes menu.
  • Manage your client pipeline: you can see how many quotes you have, what their values are, and their probabilities of proceeding.
  • Export data to a comma-separated values (CSV) file.
  • Output data to a report that your TrafficLIVE administrator has defined.

Display the My Quotes Search Page

Click Menu > My Traffic > My Quotes Search.