Here, we are going to see Where to take Portal Quote List Report in the Forwarding Module in EFM Application.
Step 1: Login to EFM Application and go to the Forwarding Module.
Step 2: Select the Portal Quote List Menu from Forwarding Module.
Step 3: Select the respective Company, Date Range and other required fields then click submit button.
Step 4: After the submission, The Portal Quote List Report will appear.
Step 5: To Download the Reports Navigate to Actions—>Download—>CSV/HTML and click the Download button.
Finally, the user will be able to see the Portal Quote List Details in the Forwarding Module in EFM Application.
Hope, now we got an idea about Where to take Portal Quote List Details in the Forwarding Module in EFM Application.