Quickly add a contact within a quote:
- Start typing the name or email into the ‘To’ field.
- Hit ‘New contact’.
- Enter a first name, last name and email address. You can optionally add a company name.
- Hit ‘Create contact’.
Also, see how to add phone/address detail...
Managing contacts in Quotient under Contacts.
Add a new contact:
- Hit 'New contact'.
- A contact can be a Person or a Company (click to change).
- Enter all relevant details.
- Hit 'Create contact'.
When viewing a contact you can:
- View all quotes sent to that particular contact.
- Archive (via 'Actions').
- Delete & merge with another contact (via 'Actions').
Also, see how to: