Assign Contact In A New Sales Order / Quote
When creating a Sales Order or Quote, you will notice a new Contact selection box. This box will automatically populate all the contacts associated with a customer. When you hover over a contact, we will show a neat contact card to make sure you are messaging the right person. If a contact is missing, you can add it directly without having to leave the page.
Reassign A Contact
Reassigning a sales order to another contact is equally effortless. Just click on the edit icon in the Sales Order page and choose a new contact. As with creating the sales order, you can add any missing contact without having to leave the page.
Watch a quick video tour of the feature.
This feature will help you simplify customer communication and save you time to boot. Try it today and let us know what you think!