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- Contacts
- Customers
- + Add Customers
- Fill in Billing Details and Save
Adding 1 or More Install /Delivery Address’
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•If it is the same as the Billing Address then select Use Billing Address top right of the map or if they are different then fill in the details and Save at the bottom
You can add as many Install / Delivery Addresses as you wish here and it is great for Real estates or Building Companies.
- If you have multiple Install / Delivery Address’ and you want to do a Quote or Order for one of them
- Double click on the Install / Delivery Contact
- Use the Drop Down on the Save button and either start a new Lead or a new Quote
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