Archiving Quotes

To archive a quote directly from the quotes main page:

  • From the main menu navigate to Sales > Quotes.
  • Check the box to select one or more quotes from the dashboard that you want to archive.
  • From the Actions dropdown select Archive.

Selecting multiple quotes to archive at once

Archive an individual quote from it’s details page:

  • From the main menu navigate to Sales > Quotes.
  • Select and open up the quote you want to archive.
  • Click on the Action dropdown and select Archive.

Archive one quote from the details page

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