QCQ Configuration
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      QuoteCQ: How To Setup your customers and contacts

      Customer Data is used to designate RFQs, send Alternate Approval requests and distribute final quotes. To configure/edit your customer information in CalcuQuote, you will first need to navigate to the Configuration view.

      Click on 'Customer Data' to begin.

      To create a new customer, click the '+' next to Customers. Enter the corresponding Industry, Category/Segment, and Company Name. Ensure that the customer is marked 'Active.'

      You are able to download a report with the Customer Contacts, by clicking on the 3 horizontal bars near the top left, then selecting "Export all data with detail"

      In order to add/change customer segments, click the '+' next to Customer Segments. These customer segments can be based on how you classify your customers. For example, they could be segmented by region, such as Northeast, Southeast, and so on. Once added, click 'Save'.

      To create a new customer industry, click the '+' next to customer industries. Add the appropriate industry name in the field and click 'Save'.

       Remember that you could also add new customer when creating a New RFQ from the RFQ Form:
       

      How to add a new customer in the RFQ Form