Overview of a Contact

⁠

Click on a Contact

This will take you to an Overview tab where you where you can

View Contact Info

View Sales Info

View Account Info

Click to view a snapshot of Recent Activity, Communications, Notes, Contacts and Addresses associated with the Contact.

Create an Offer (Quotation or a Sales Order)

Add a Layout/Estimate

2. Use the Navigation bar on the left side to

a. View Estimations

b. View all Recent Activity history

c. View all Communications history

d. View Account information

e. View and Add Specified Pricing

f. View Invoices

g. View and Add Service Locations

h. View Quotations

i. View Sales Orders

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.