Change the Account on a Quote

change the account on a quote

  1. Open the Quote and click Edit Quote Info button.
  2. Click Move to Account button.
  3. Click the More button (3 dots) to see Accounts.
  4. Select an Account. Use the Search field if you don't see it right away.
  5. Click Save.
Note: If you don't see the account you'd like to switch to in the list, it could be that the price list for the quote and account don't match.  See the Related Article for instructions on including an account in a price list. 

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