Sales Estimate Listview

Article sections

    Listview empowers users by providing an array of viewing options to navigate through available lists according to their specific needs. It enables users to conveniently switch and view the selected type, thereby enhancing their user experience.

    Field Name Field Description
    Estimate No/Date The estimate number and generated date.
    Organization/Sales Person The organization name and salesperson name for the estimate.
    LoB The LoB segment of the estimate.
    Created By/Date The estimate was created by(user name) and estimated generated date.
    Ref No The reference number of the estimate.
    Stage The current stage of the estimated.
    Total The total value of the estimate.

    Filter: When users click on  filter users can view estimates list under respective stage

    Plus(+): Users can create new sales Estimates by clicking plus.

    Up Arrow(^): Users can view the option Series, Permissions, Notifications and Templates by clicking up arrow.

    in Sales Estimate
    Table of Contents