Contacts, Getting Started

Create a Contact – when editing a Quote

1. Start typing the name or email into the ‘For’ field.
2. Select ‘Create a New Contact…’.
3. Enter a First Name, Last Name, and Email. You can optionally add a Company, Phone, Address etc.
4. Hit ‘Create Contact’.

Create and Manage Contacts – in Contacts

Create a Contact:

1. Hit ‘New Contact’.
2. Choose whether the Contact is a Person or Company (click to change).
3. Enter the relevant details.
4. Hit ‘Create Contact’.

Viewing a Contact:

• Private Notes: These notes also appear automatically on new Quotes for that Contact.
• Contact Stats: View a timeline of the first and most recent Quotes, total and average Quote values, the number of Quotes sent, and a breakdown of Accepted, Awaiting Acceptance, and Not Accepted Quotes, along with the acceptance rate. You can switch between Total Value and Count — this preference is remembered.
• Company & People: List all People and add a Person (to a Company).
• View Quotes: From under the Company or Person’s name, view all Quotes for a specific Contact.
• Click through to Google Maps from an Address.
• Archive, or Delete & Merge with another Contact (via Actions).

If the Contact is a Person on a Company, the Contact Stats and Private Notes reflect the whole Company. Company details stay visible when you view any Person from that Company.

Accessing a Contact from a Quote

The Contact Card in the top left of a Quote is clickable and takes you directly to the Contact.