Assign quote to another user

Modified on Tue, 4 Feb at 1:34 PM

Description

This guide explains how to assign a quote to another user in the system.

Steps to Assign a Quote

  1. Access the Configurator

    1. Open the quote you want to reassign in the configurator.
  2. Locate the Assignment Option

    1. In the right sidebar of the configurator, find the section displaying the current owner of the quote.
  3. Change the Owner

    1. Click on the current owner's name.
    2. A dropdown list will appear.
    3. Select the new user to whom you want to assign the quote.
  4. Save the Changes

    1. Once the new owner is selected, click the "Save" button to finalize the assignment.

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