Create An Account
If you work with builders or dealers, you'll want to create an Account for each so you can assign your Quotes to those Accounts.
- Go to Settings > Account > Accounts
- Click the +Create button.
- Enter your Account Name. (If you work with big box stores, create an account for each store.)
- Enter the Account Address for the main contact and the business address, and then +Contacts to add names and contact info for any other people you work with at the company. For example, you might have cell numbers for a couple of different Project Managers who work for a particular builder. You can also click on the Price List to assign a Tax Rate or Discount to quotes made on this Account.
- Click the Edit icon for the Account Info to Assign a default Salesperson or to set the address default for quotes.