Change Customer Quote on Desktop
Open your Quote.
Next to the customer name, you will see an Ellipsis (…). Click on the Ellipsis and select “Change Customer”.

Highlight the correct customer and click “Select”.
Open your Quote.
Next to the customer name, you will see an Ellipsis (…). Click on the Ellipsis and select “Change Customer”.

Highlight the correct customer and click “Select”.