The Customer Address Book feature allows all Sales Consultants to save customer contact details. When creating new sales quotes, if QuoteCloud recognises a customer name or email address new sales quotes, the software can automatically complete customer details.
When creating a new sales quote, the create quote wizard will prompt you for the contact details of the customer (as shown below). As you start typing the customers contact email address or customers name, QuoteCloud will search the Customer Address book and suggest matching contacts.
If the Sales Consultant selects an existing contact from the Customer Address Book, QuoteCloud will save time by prepopulating all the customer details needed to create the sales quote.