Manage Quotes with Contacts

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2 min read

Where can I manage the quotes sent to my contacts?

1. To view the quotes associated with your contact, go to the ‘Contacts’ section.

saphyte contacts tab

2. Choose the Contact profile under the Contacts List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the contact data, or just select the contact profile from the contacts list.

saphyte contacts list

3. Click on the ‘three-dot’ icon or known as the ‘kebab’ button. Click on the ‘Quotes’ tab. On the Quotes tab, you can find the quotes sent to your leads.

saphyte quotes tab

4. To add more quotes associated with your leads, click on the ‘+CREATE’ button.

saphyte create quotes

5. Fill out all the necessary quote details and click on ‘NEXT’.

saphyte quote intormation

6. Select a Template from our available template selection. Once done, click on ‘SAVE QUOTE’.

saphyte quotes template