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XTRF Home Portal Modules

Main Data tab (Quote)

In this tab, you can check or change the quote’s general settings and details.

Main_Data_classic.png

Most fields are the same as on the Add a quote page. Additionally, you can:

  • check the quote’s Status and Origin.

  • take a shortcut to the linked Opportunity.

  • change some of the details provided while creating a quote, such as Client or Specialization.