Jul 03, 2024
181
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.