Turn CounterGo Quote into a Job in JobTracker
If you have both CounterGo and JobTracker a completed Quote can be converted to a JobTracker Job. The name, salesperson, address and account information will transfer to JobTracker as a new Job.
- Select Quote::View Quotes
- Double-click the Quote name
- Click the applicable button to create a Job based on the Quote:
- For a Stand Alone quote, click
- For an Account Quote, click
Upon clicking the button, you'll be taken to the Job Detail page in JobTracker where you can double-click the Activities to schedule the Job.
NOTE: If you would like to assign a Stand Alone quote to an Account you created in JobTracker, but you do not see that Account available when you click the Create Account/Job From Quote button, then you must first open the Account in JobTracker and assign a CounterGo Price List. See Related Articles below.