How to save a quote as a module
A module
can also be built from the “Quotes” Tab.
Within this Tab, follow the steps on “How to create and build a quotation”. Once the quotation has been created, click “Save as module” on the “Program Detail” Tab.
A new window will now appear.
On the left-hand side of the screen, select the day or days you would like to turn into a module.
On the right-hand side of the screen, complete the information as necessary.
**Be sure to select the correct “Module List” before clicking “Save”.
A new window will open asking if you’d like to go back to the quote, or edit the new module.
Within this Tab, follow the steps on “How to create and build a quotation”. Once the quotation has been created, click “Save as module” on the “Program Detail” Tab.
A new window will now appear.
On the left-hand side of the screen, select the day or days you would like to turn into a module.
On the right-hand side of the screen, complete the information as necessary.
**Be sure to select the correct “Module List” before clicking “Save”.
A new window will open asking if you’d like to go back to the quote, or edit the new module.
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