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Saving Contact info on quote page

Hayim T. shared this question 9 years ago
Answered

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.

Comments (3)

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InflatableOffice saves this information automatically. It autofills it if your inside the Leads page, click "new lead" and start by typing the "customer name."

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sorry, on the client quote page, not the leads page.

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There isn't a way to do this on the client quote page.

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