How to update partner details for a quote?


This article describes the process to change the partner details.

1. Login into COMPAS Go with valid credentials.

2. Open a quote with editing as "ON" and navigate to the quote details as shown below.

3. We can use "Additional Account Details" block to update

4. Values can be selected from the recently used list or can be searched.



Article ID: 120
Last updated: 11 Mar, 2022
Revision: 6
Manage Quote -> How to update partner details for a quote?
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