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Quote Management › Configure › price › quote apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Use hierarchical list view for quote line items

Sales agents can view quote line items as a hierarchical list, which helps to view the parent and child relationship between line items.

Before you begin

Role required: sales_agent

Procedure

  1. In the CSM Configurable Workspace, select the List icon
Image omitted: list-outline-24.svg
.

  1. Navigate to Quotes > All.

  2. Select the quote that you’re working with and open the Line items tab.

  3. Use the control to manage the line items.

    ControlDescription
    Caret
Image omitted: icon-caret.png
|Opens the hierarchical list view showing the child line items.|
|Pencil
Image omitted: icon-pencil.png
|Make additional configuration changes to the products in the line item.|
|Number
Image omitted: icon-list-item-number.png
|Shows the number of child line items contained in the parent line item.|
|Filter
Image omitted: icon-filter.png
|Filters line items.|
|Toggle
Image omitted: icon-list-toggle.png
|Toggles between hierarchical view and standard view.|

Parent Topic:Using Quote Management