Jul 03, 2024
		
	
	
		Click Menu > New OneSite Experience

Click the people icon > Applicants

Click on the Applicants Name

This example, we're going to change the applicants unit.
Click the Activity Tab > Quotes > Create a Quote

Choose the new unit > Next

Resolve the blackout date if applicable > Click Next

Adjust additional scheduled billing if applicable > Click next

Click Create Quote

Once the quote is saved > Click the three dots > Select Units > follow the remaining prompts.

