Hi sullivangc,
It's quick and easy to transfer the estimate to the newly created project. All we have to do is change the customer. Let me show you how:
- Find and open the estimate you created.
- Click Customer drop-down and select the project.
- Select Save and close.
That's it! You can also check these links for more details:
Let me know if you need anything else by leaving a comment below. I'll be here!
