Change Customer on Quote

  • Updated on Jun 20, 2025
  • Published on Jul 2, 2020
  • 1 minute(s) read
  • CenPoint Support
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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”.

A prompt will appear asking you to confirm your decision.

If you click ‘Yes’, then the customer will be changed on the quote.

Change Customer Quote on Portal

Coming soon to Portal!