Locate and Display Quotes that You Own

You can locate and display your quotes.

To locate and display your own quotes, complete the following steps:

  1. Click Menu > My Traffic > My Quotes Search.
  2. Specify search criteria in the search filters at the top of the page.
  3. Click Search. The search results are displayed in the grid portion of the page. You can use the sales funnel on these search results to examine the sales pipeline.