Change The Account On A Quote

 Need to move an existing Quote to a different Account? Quotes can easily be moved from one Account to another in CounterGo.

If the Account does not appear in the drop-down list, it may need to be associated with the Price List used for the Quote first.

1. Open the Quote and click the Edit icon.
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 > Save.