Associate multiple CounterGo quotes with one Job in JobTracker
Sometimes multiple CounterGo quotes are created for the same Job in JobTracker.
It's possible to associate multiple CounterGo quotes with a single Job.
- Convert one of the Quotes to a Job
- On the Job Detail page, scroll down to the CG Quotes section
- 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
- Pick the Quote(s) that apply and click OK.