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Active quotes are all quotations that are marked as Valid regardless if they are expired or notwith an Expires On date that is greater than today’s date or is not filled in. You can access this grid in Today > Active Quotes.

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You can update your Valid and Most Likely Quotes directly in this grid. To remove quotes from this grid that are no longer valid, just uncheck the “Valid” box. To mark a quote most likely, just check the “Most Likely” box to make it most likely and alternately, you can uncheck it if it is no longer a quote option that your client will most likely be purchasingpurchased.

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