Move A Standalone Quote Or Order To An Existing Account
Need to move a Quote from Standalone into an Account? It's easy to move Quotes and Orders to existing Accounts.
If you also use Systemize, a Standalone Quote or Order must be in an Account before it can create a Job directly from the Quote or Order.
- Open the Quote or Order and click Edit icon in the Quote or Order Info area.
- Click Move to Account icon.
- If you know the Account name, you can type it into the box to select. Or, click the More icon to see a list of all your Accounts.
- Select the Account and cick Save then Save again.