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’.

Managing Contacts in Quotient under Contacts

Add a new Contact:

1. Hit ‘New Contact’.
2. A Contact can be a Person or 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.
• From an Address, click through to Google Maps.
• Archive (via ‘Actions’).
• Delete & Merge with another Contact (via ‘Actions’).

Company Contact with multiple People Contacts