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