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What are contacts (customers)?

What are contacts (customers)?

Contacts are an easy way to maintain your customers. You can save shipping and billing information for a customer that you deal with frequently, and then you can drag and drop a contact from the Contact list to the Sold To tab, and that information will automatically populate.

If your manufacturer has turned on the “Create Contact” option in the Sold To tab, you can use your customer information on the quote to create a contact record automatically when you save the quote. Just click the “Create Contact” check box.

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