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How to change sold to account number after quote creation? - Publish Sandy Articles
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How to change sold to account number after quote creation?


This article describes the steps to change the sold to account information in COMPAS Go after quote creation.

1. Login into COMPAS with valid credentials

2. Navigate to a quote which is in Editing "ON"

3. Select "Quote Details" tab to view Quote Details as shown below.

4. We can find basic details of the page in the "Overview". We can either select from the recent search list or search for a new sold to account

Note: AE, sales and internal users can now use the generic sold to account as it was done in COMPAS desktop

Recent search list:

Search a new sold to account:

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