Manage Quotes with Contacts

admin

2 min read

Updated: November 29th, 2021

Where can I manage the quotes sent to my contacts?

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

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.

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.

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

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

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