How to find and open a Quote in the Partner PortalArticle Number: 000049812 | Last Modified: 2019/01/17
- Partner User works within the "Sales" area in the Partner Portal and has the needed rights to manage Leads, Opportunities and Quotes
- Partner User is set as "Partner Contact" on that Quote
- Open the associated Opportunity first and click on the Quote-Number (Q-xxxxxx) in the "Primary Quote" Field (if this is the wanted Quote) - see below:
- Scroll further down the associated Opportunity to the "Quotes" section and click the wanted Quote-Number (Q-xxxxx) - see below:
- PLEASE NOTE: If none of the Quote fields or the "Quotes Section" in the associated Opportunity are visible or not populated but the Quote exists, please contact Customer Support through the Support Portal
Have a Question?
Search Qlik's Support Knowledge database or request assisted support for highly complex issues.Submit a case
Experiencing a serious issue, please contact us by phone. View phone numbers and hours by region.