How to Customize the Quotation Page

Below are a few tips on how to customize the Quotation table. The same applies to the Pipeline table:

Resize Column Width: Place cursor in between column headers until you see the double arrow, then drag left and right to resize. 

Change Column Order: Place cursor over the header you want to move and left click, hold, and drag the column to the desired spot.

Add Columns: In the Add Columns dropdown, select the columns you wish to add. They will appear on the right side of the table. 

Remove Columns: Place cursor over the header you want to remove and left click, hold, and drag the column away from the table.

Reset back to Default: Click on the ellipsis icon to the left of Add Columns dropdown, and click on Reset Columns. This will reset columns back to the default order.