How to add/change consultant to a quote?

This article describes the process to add a new or change the existing consultant to a quote in COMPAS Go.

1. Login into COMPAS Go with valid credentials

2. Create a new quote and add line items or open an existing quote with line items.

    Create new quote -  

    Open existing quote - 

3. Make the quote as editing as  

4. Navigate to the quote details after opening the quote as shown below.

5. On clicking on the quote details, navigates as shown below.

6. Scroll to the "Additional  Account Details" section and look for the consultant field.

.

8. You can click "" to bring up recently searched consultants 

 : used to select the consultant

 : used to delete the consultant from the recent list.

9. You can click on the " " to select a new consultant by searching based on your preference.

 : used to select the consultant