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Saving Contact info on quote page
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How do I save a person's name and contact info that is entered into the quote page? (So as I start typing the data into IO, it will automatically pull up all of the contact info for that person and populate the fields). This way, I will not have to enter it each time I do an order with the same person.
The same question
InflatableOffice saves this information automatically. It autofills it if your inside the Leads page, click "new lead" and start by typing the "customer name."
InflatableOffice saves this information automatically. It autofills it if your inside the Leads page, click "new lead" and start by typing the "customer name."
sorry, on the client quote page, not the leads page.
sorry, on the client quote page, not the leads page.
There isn't a way to do this on the client quote page.
There isn't a way to do this on the client quote page.
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