3. How to Add Customers to the Build-a-Quote

How to Add Customers to Build-a-Quote

One of the first to do when building a quote, is to add the customer. 

1. Select from the list of customers that already exist. All the information associated with that customer will automatically populate. 

2. To create a new customer, hit 'Create New customer'. Add their Company Name, Email, First and Last Name. Add Payment Terms, and hit 'Submit'. 

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