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May 14, 2020
Question

Is it possible to retrieve an estimate that I was working on that dropped off for some reason?

  • May 14, 2020
  • 1 reply
  • 1 view
No text available

1 reply

Level 8
May 14, 2020

Hey there, @newbie6

 

I've got you covered. Let's check to see if the estimate saved the changes you were making by looking through the Sales tab. Here's how: 

 

  1. Go to the Sales tab on the left-hand side of the screen. 
  2. Choose the All Sales section. 
  3. You can look through the sales or filter to only see estimates to make your search quicker. 
  4. If you still need to make changes to the transaction, you can double-click on it and start editing. 

 

Here's an extra link that may come in handy in the future: 

 

 

If you have any other questions or concerns, feel free to ask. Have a great day!