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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.726  Help ID: 6013

Quick Edit

This allows you to quickly edit the confidence level of multiple orders.
Quick Edit
1

Order Details

1. Order Details
This displays the order details for the highlighted order.  Clicking the ... button opens the sales order screen.  You can edit the confidence level as needed. 
2

Order Listing

2. Order Listing
This displays all orders according to the filter applied.  Click on an order to edit the confidence level.
3

Filter

3. Filter
You can filter the order listing for quotes or sales orders.