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Instructions

  1. From the Main Menu click on Tours>Tour Maintenance and click on a tour.

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  1. Click Advanced and switch on the ‘Quotable’ toggle switch to enable

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  1. To add a tour to the quotes list of activities, it must belong to an Area and an Address.
    Click in the Area and Address field to select from the dropdown lists the selections.

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Note: If the Area and Address Lookups are empty, then a lookup will need to be created.

From the Main Menu go to Tours>Locations>Shared Locations Tab>Add Shared Location

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Now that the configuration is complete, click here to learn how to Add a Quote

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