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How to create project with generic sold to account in COMPAS Go? - Publish Sandy Articles
Sandy FAQ

How to create project with generic sold to account in COMPAS Go?

COMPAS Go allows AE, sales and internal users to use quote with generic sold to account in COMPAS Go. [similar to the functionality in COMPAS desktop ] 

1. Click on "Task"   to navigate the "Create Project".   

2. Click on "Create Project".

           

3. Create Project is a combination of

  • Sold to account (generic sold to account can be selected)
  • Job Name and
  • Quote Name
  • Scenario (mandatory)

Note: This change is part of "Desktop Sunset"

            

After populating the above respective fields, do the following action. 

Create- Save creates the quote.

Reset - Resets the data in the screen  

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