How to change the Sale Date on an Accepted Quote

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Overview

  • In this article we’ll explain how change the Sale Date on an Accepted quote.

NOTE: Only System Administrator users can perform this action.

How to change the sale date

  1. Open the Accepted quote you would like to change.
  2. Click the Change Sale Date button. The existing Sale Date will be shown.
  3. Change the Sale Date using the date picker.
  4. Click OK.
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