Click on a Contact
This will take you to an Overview tab where you where you can Click to view a snapshot of Recent Activity, Communications, Notes, Contacts and Addresses associated with the Contact. Create an Offer (Quotation or a Sales Order)
2. Use the Navigation bar on the left side to
a. View Estimations
b. View all Recent Activity history
c. View all Communications history
d. View Account information
e. View and Add Specified Pricing
f. View Invoices
g. View and Add Service Locations
h. View Quotations
i. View Sales Orders