Add Account or Job information to a Quote Form
You can add Account or Job fields to a Quote Form.
**Job fields will only be available if you have Moraware's Systemize
If this is your first time editing your quote form take a look at this article to customize your quote form.
- Add a field to your quote
- Data Type: Quote Info
- For the Name field, scroll down and choose the appropriate Account fields or Job fields.
NOTE: If you have more than one Job "Process" (Lead, Prospect, etc.), you'll see the process name that appears furthest to the left in your Systemize menu (in this example "Lead Name" instead of "Job Name") - since all Processes are just variations of Jobs, there is no difference when adding such a field to a CounterGo quote. In other words, if it's a Lead, it will show the Lead Name; if it's a Job, it will show the Job Name on the printed quote.