Add CounterGo Quotes To Systemize Jobs

You can easily add your CounterGo Quotes to a Job created in Systemize. If you already have created the job in Systemize, follow the steps below.

If you have not created the Job in Systemize yet, see the Related Article, "Create a Systemize Job Directly From CounterGo" linked below.

1. Select CounterGo from your left side navigation list.

image switch to CG

2. Select the Quote from your Quote View.

image CG Quote LIst

3. Once you see the Quote Details, click on the Edit icon to assign the Quote to a Job in Systemize.

image select edit

4. Select the More (...) icon to open a list of Jobs from Systemize.

image edit quote add job callout

5. Select the Job from the list in Systemize and click Save once you return to the Edit Quote box.

image job list

Switch back to Systemize by selecting Systemize from the left side navigation list and open the Job. Your CounterGo quote will be attached!

Systemize view of CG quote

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