Every time you enter information in Equilibrium’s quotes and/or opportunities, you should save your work by clicking Save or Save & View in the lower right-hand corner.  Save enables you to save what you have entered while continuing to enter more information.  Save & View saves and summarizes the fields you completed.

save and view

When editing line items or adding new items to a quote, Equilibrium will flag the items that have not yet been saved.  These red flags are a warning that these items will be lost if you do not save.  You have two Save options… one at the top of the page and one at the bottom.

line item flags