EDIT QUOTE

1. From your dashboard or sidebar menu, click "Quotes."

2. Locate the quote you wish to edit, then click the pencil icon from the options on the right-hand side.

OR click on the company name to update client company information.
Suggested Reading: How to Edit a Group's Information


DELETE QUOTE

1. From your dashboard or sidebar menu, click "Quotes."

2. Find the quote you want to delete and click on the trash can icon from the options on the right-hand side.

3. Click “OK” in the pop-up dialog box. Your selected quote will be permanently removed from your quote history.

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