Operations CRM - View Product Purchase History During Quote Entry

1. Navigate to "CRM"

   To view the purchase history of a product on a quote, start by navigating to the "CRM" section in the Operations Portal.

   

2. Click "Quotes"

   Then, click "Quotes" to view the list of quotes. In order to access "Quotes" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "quoteView," "quoteEdit" and "accountQuoting."

   

3. Search for the quote

   Use the "Search..." field to find the quote.

   

4. Go to quote details

   Click the more details icon to open the detailed view of the quote.

   

5. Click "Items"

   Go to the "Items" tab to display items on the quote.

   

6. Type to search for the product

   Click into the "Add item" field and type to search for a product.

   

7. Select product

   Select a product from the suggestion list to display the purchase history.

   

8. View product purchase history

   The "Purchase History" box appears for that product.