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How do I check the activities of a quotation?

To check the activities of an invoice, follow these steps:

  1. Navigate to the “quotations” Section:

    • Click on the quotations tab on the left-hand sidebar.
  2. Select the quotation to Preview:

    • Locate the quotation for which you want to see the activities.
    • Click on the three dots (⋮) next to the quotation.
    • From the dropdown menu, select “Preview quotation”.
  3. View quotation Details and Activities:

    • In the quotation preview page, scroll down to the “Activities” section on the right-hand side.
    • Here, you’ll see a timeline of all activities related to the quotation, such as status changes, updates.

This timeline provides a detailed history of actions taken on that particular quotation.