Associate multiple CounterGo quotes with one Job in JobTracker

Background

Sometimes multiple CounterGo quotes are created for the same Job in JobTracker.

It's possible to associate multiple CounterGo quotes with a single Job.

Step-by-step

  1. Convert one of the Quotes to a Job
  2. On the Job Detail page, scroll down to the CG Quotes section
  3. Click the Add Existing CG-Quote... button
    Note: The quote will need to be under the same Account as the Job. If created as a standalone quote, revisit the quote and click the Move To Account button
  4. Pick the Quote(s) that apply and click OK.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us