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'.