CRM

Communication with customer, suppliers and subcontractors
5 Answers

The video below outlines the steps required to create a new customer in LaserQuote:

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To create a new Supplier, from the dashboard click on Suppliers and from the new tab select New Supplier. Enter the fields as prompted and save the record. The fields with a red asterix are required so ensure data is entered, other fields are optional.

New Supplier

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The video below outlines the steps required to create an email template or to send and email in LaserQuote:

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