Add CounterGo Quotes Or Orders To A Systemize Job

Need to add a CounterGo Quote or Order to an existing Job in Systemize? You can easily add your Quotes or Orders to a Job that was already created.

Multiple Quotes or Orders can be added to a Job, by adding one at a time.

If the Quote or Order is not already in the same Account as the Job, or is a Standalone, you will need to move it to the same Account as the Job first. See these CounterGo Help Articles for more details:

Move A Standalone Quote To An Existing Account
Move An Order To An Existing Account

ADD QUOTE OR ORDER FROM WITHIN A JOB

1. In Systemize, open any Job to view the Job Details page.
2. Scroll down to Orders and Quotes, and click the Add Existing icon to select an existing CounterGo Order or Quote to the Job.

ADD A QUOTE OR ORDER BY SWITCHING TO COUNTERGO

1. In Systemize, click on CounterGo > select the Quote or Order to add to an existing Job.
2. Click on the Edit icon in the Quote or Order Info area.
3. Click the More icon to open a list of existing Systemize Jobs.
4. Select the Job from the list in Systemize and click Save once you return to the Edit box.

Switch back to Systemize by selecting Systemize from the left side navigation and open the Job to see the Quote or Order attached.