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
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