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How can I add CB quotes as a tab in Salesforce?
There is no CB quotes tab showing in the menu.
When we connect Chargebee to Salesforce, the CB quotes do not show up as a tab on the Salesforce UI by default, we can however make some changes in Salesforce and it will show up.
In your Salesforce instance, navigate to the Object manager by clicking on the gear icon in the top right corner.
Once the object manager loads, search for Tabs in the quick find field.
Click on New as per the screenshot below.
After which select CB quotes from the drop-down, click Next >> Next & Save.
Screen recording for the same can be found here → https://www.loom.com/share/d45405d7a8d742cd9e12cc4d868c4200