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').