Description
This guide explains how to assign a quote to another user in the system.
Steps to Assign a Quote
Access the Configurator
- Open the quote you want to reassign in the configurator.
Locate the Assignment Option
- In the right sidebar of the configurator, find the section displaying the current owner of the quote.
Change the Owner
- Click on the current owner's name.
- A dropdown list will appear.
- Select the new user to whom you want to assign the quote.
Save the Changes
- Once the new owner is selected, click the "Save" button to finalize the assignment.
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