Step 2 - Add Contacts
The next step is to add contacts/companies to whom you want to send quotes.
- Click 'Customers' on the left and then click '+ New Customer'
The screen to add a new contact or company will open:
You can create customers as a 'New Person' or a 'New Company' depending on your requirements. To switch between the two types, click the '...OR ADD NEW COMPANY/PERSON' link.
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Add Customer/Company - Form Fields |
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First Name |
Forename of your customer ('New Person' only). |
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Last Name |
Surname of your customer ('New Person' only). |
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Company Name |
The company to which you want to send a quote. |
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The email address to which the quote will be sent. |
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Customer Info |
Click the 'Add' button to add phone number, Skype, website and fax details. You can add more fields by clicking the '+ Add' button again. |
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Addresses |
Click the 'Add' button to add shipping and billing addresses. You can add more fields by clicking the '+ Add' button again. |
- Click the 'Save' button above the form when you are finished. The customer will be saved and listed in the 'Customer' screen. Repeat the process to add more contacts/companies.
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Tip: For testing purposes, you may want to create a dummy company with your own email address as the customer email. |