The Sales Quote Dashboard provides the flexibility to change the order of columns your sales quotes are displayed in. This helps each team member to customise their view to how it will work best for them.
When in the Sales Quote Dashboard, simply click and hold the column heading you wish to move. We have used the "Customer Company" column in the example below.
The column heading will pop out and a blue line will appear down the length of the column.
While still holding the button down, drag the column to where you want to move it to. The blue vertical line will move to represent where the column will be moved to.
When you are satisfied with where the column will be placed, let go of the mouse button.
Continue this process for any other columns that need to be moved.