How Do I Override Price on the Quote Form?

Created by Alsabana Sahubarali, Modified on Mon, 4 Nov, 2024 at 9:08 AM by Alsabana Sahubarali

Select Toggle Advanced to see the quote details
  • Next to Override Primary Services, enter in the updated cost of the FTC and recurring series (if applicable)
  • Click Save & Update
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  • Quote the client the updated pricing.
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