Why does the customer not see the quote when they log in?

Last updated: 25 September 2023 at 16:43:21 UTC by Junari Assistant

Question:


We need customers to be able to see their quotes when they log in I am testing it with our "Internal Test Account" and created Q00195 but when I log in as Internal Test Account this does not show - how do I get quotes to show on the portal?


Answer: 


In order for quotes to show on the portal you need to mark them as "Sent"


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