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Search for the customer under Customer Account.
Navigate to the Customer tab. You can use Phone No. or email to search for an existing customer.
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Select a customer, and then the system will automatically populate the name and the address to the quote, together with the customer ID.
If the customer does not exist in the database, the system will create a new account with the entered customer’s name and address.
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Currently, if you change the Customer’s First Name, Last Name, Phone, Email and Address, the changes are NOT copied back to the account. Need to discuss it more. |
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On the Quote, The following information is automatically populated.
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The Opportunity will automatically be created in the background. No need to click “Create Opportunity.”
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Read Adding Add Quote Details / Editing QuotesEdit Quote to continue to edit the quote.
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