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    Delete a Customer Quote

    When Quotes are no longer needed to be stored, they can be deleted. This removes them permanently from Infusion.

    To delete a quote, go to Customers > Quotes. Open the quote and select ...More Options from the toolbar, the menu expands, choose Delete



    Alternatively, on the Customers > Quotes screen, select the spill buttons at the end of the quote row and choose Delete from the options offered.


    A notification pop-up confirms the quote will be deleted, Delete to continue.



    The quote is deleted and permanently removed from Infusion.

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