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how to add search for or delete a quote the quotes button is where you will load and save all of your quotes it is also where you would go to search for the information of a particular quote that has already been captured the system stores quotes from the previous month and the current month on the screen to add a new quote click the finance tab in the finance dashboard then click the quotes button then click the quotes button again and then click the add new button you will see your quote input fields displayed select your required customer from the drop down menu you will see that the postal address that number and customer data that you loaded in the contacts dashboard is automatically pulled through the system will automatically select the first contact from that customer and populate their contact details if it is not the contact you require use the drop down menu to select the contact you need their name and information will then be displayed on the quote there is no need to ente
