How to create a new contact
1. Click on the People tab and select New Contact.
2. Select whether the contact is for an individual or a company
3. Fill out the applicable contact fields and press Confirm to save the contact.
How to add a contact to an estimate
1. On the estimate select Add Contact
2. Use the search bar to choose a contact from your list of existing contacts or click on +New to create a contact.
If creating a new contact, you will have the choice to input an individual contact or company contact.
Choose individual and enter the new contact's information.
Choose company if you would like to populate a field for the company name.
How to change a contact
1. On the estimate click the pencil icon beside the contact.
From here you can:
Edit your current contact
Select a new existing contact
Create & use a new contact
