Question / Issue |
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How do I modify an existing Quote Description? |
Answer / Solution |
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To modify Quote Descriptions:
NOTE: You must have Agency Admin access to make this change.
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Go to the Gear menu and select Preferences.
- Click on the Agency option.
- Click on Quote Descriptions.
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Click on Edit on the same line as your exiting Quote Description.
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Enter your new quote description name in the Edit Quote Description box and click on OK.
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Once you have modified all of your Quote Descriptions, click on the Save button on the bottom of the screen.
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