QuoteCQ | How to add a new customer in the RFQ Form

Once you have clicked the "Create New RFQ" button, you will enter your customer information in the RFQ form. To add a new customer in the Customer Information section, click on the '+' next to Customer Name.

A pop-up will appear where you can add the customer information. Industry, Category, and Customer Name are all required when creating a new customer. When you are finished filling out the fields be sure to click "Save".

Once the new customer has been created you will see a '+' next to "Customer Contact". Click on the '+' to add customer contact information.

A first name, last name, and email address are going to be the required information to move forward. Click 'Save.'

Remember that you could also manage your Customer List from he Configuration: