Home
Documentation
801-478-6822 option 4
support@cenpoint.com
Contents
x
Get Started with CenPoint
CenPoint Light and Free Versions
Navigating CenPoint Help Docs
Setup
Users
List Management
Customers
Quotes
Jobs
Scheduling
Mobile App/Portal
Invoicing
Payments
Inventory
Shop
Email
Reports
A/R
CP Books
Misc
Utilities
Desktop Update Logs
Portal Update Logs
API
Powered by
Change Customer on Quote
15 Jun 2022
1 Minute to read
Contributors
Print
Dark
Light
PDF
Contents
Change Customer on Quote
Updated on 15 Jun 2022
1 Minute to read
Contributors
Print
Dark
Light
PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
1. Open your Quote.
2. Next to the customer name, you will see an Ellipsis (…). Click on the Ellipsis, and select “Change Customer”.
3. Highlight the correct customer, and click “Select”.
What's Next
Quote Overview on Portal
Table of contents