Do you want to organize and track the types of Accounts when creating Quotes? Create a List Of Values Field, and that Field will be available to edit in the Quote Info Area.
- Go to Settings > Quote & Order > Fields.
- Click the Create button in the top menu bar > Name the Field > Select List Of Values for Data Type.
- Enter each Account type, one per line > Select any additional options > Save.
- Open any Quote > click the Edit Quote Info icon > Select an Account Type from the drop-down list for the new Field.
