Contacts – Getting started

Quickly add a contact within a Quote:

  1. Start typing the name or email into the ‘To’ field.
  2. Hit ‘New Contact’.
  3. Enter a first name, last name and email address. You can optionally add a company name.
  4. Hit ‘Create Contact’.

Also, see how to add phone/address detail...

Managing contacts in Quotient under Contacts.

Add a new Contact:

  1. Hit 'New Contact'.
  2. A Contact can be a Person or a Company (click to change).
  3. Enter all relevant details.
  4. Hit 'Create Contact'.

When viewing a Contact you can:

  • View all Quotes sent to that particular Contact.
  • Archive (via 'Actions').
  • Delete and merge with another Contact (via Actions).

Next Article: Sending a Quote to multiple Contacts →