Claim Ownership of an Estimate

Claim ownership of an estimate

A user can request to claim ownership of an estimate. The request will be approved or denied by the original owner. To do this:
  1. Go to the estimate
  2. Beside the current booking owner’s name, click Claim Ownership
Alternatively,
  1. Go to Estimates
  2. Select the type of estimate you wish to view or select All Estimates
  3. On the estimate overview click Actions
  4. Select Claim Owner

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