Change/Reset Estimate Numbers

Estimate numbers in CRM for business are automatically incremented. With each creation of a new estimate, the CRM raises the estimate ID by one digit.

You can manually adjust the next estimate ID using the following procedure:

The number you input will determine the next estimate ID to be generated.

Should you wish to reset or begin anew with invoice ID: 0001, you must initially remove all estimates from the CRM and then modify the number indicated in the steps below to “1.”