Customer Address Book

Introduction

The Customer Address Book feature allows all Sales Consultants to save customer contact details. When creating new sales quotes, if QuoteCloud recognises a customer name or email address new sales quotes, the software can automatically complete customer details.

When creating a new sales quote, the create quote wizard will prompt you for the customer's contact details (as shown below). QuoteCloud will search the Customer Address book and suggest matching contacts by typing the customer contact address or customer name.

If the Sales Consultant selects an existing contact from the Customer Address Book, QuoteCloud will save time by prepopulating all the customer details needed to create the sales quote.

If the Sales Consultant is creating a sales quote for a new customer, they have the option to add the customer contact details to the Customer Address Book; this is done by ticking the Save contact details checkbox (as shown above in the lower left part of the window).

Managing Contacts in the Customer Address Book

It is important to make corrections to customer contact details or remove customer data; this is no longer required. To manage your Customer Address Book, click on option Contacts in the left-hand menu bar (as shown below).

To update the contact details of an existing customer, click on the Edit button on the right of the page for the corresponding customer you wish to update.

To delete a customer contact record, click on the down arrow on the right of the Edit button and select the option Delete.

If your customer database is large, you will need to search for the customer record; this is done by clicking on the Filter button (as shown below).

After clicking the Filter button, you will notice a row of filter fields appear below each column label. Type a search string in one or more of the filters, and matching records will be displayed; for example, if you are search for a customer whose name is John Smith, you might click on the Last Name filter at type the Smith. This will display all customers with the last name containing the word "Smith".

Adding a New Contact

If you will add new contacts, there are two methods:

1. manually add the contact, using the Add Contact button
2. import the contacts from another source using a CSV file.

Related User Guide Topics

Bulk update Sales Quote Status to Lost

11 Mar 2021

When a Sales Consultant is very actively and sending many sales quotes to customers, the Sales Quote Dashboard can quickly become full of sales quotes that have not eventuated in a successful sale. There is a very useful tool in the Sales Quote Dashboard to quickly select multiple sales quotes and update the status to "Lost" in one easy operation.

Bulk Delete Sales Quotes

11 Mar 2021

When a Sales Consultant is very actively and sending many sales quotes to customers, the Sales Quote Dashboard can quickly become full of sales quotes that have not eventuated in a successful sale. There is a very useful tool in the Sales Quote Dashboard to quickly select multiple sales quotes and update the status to "Lost" in one easy operation.

Revising a sent Sales Quote

28 Nov 2019

There will be occasions when your customer provides feedback on your sales quote and you need to modify the sales quote and resend it

Customer Address Book

30 Oct 2019

The Customer Address Book feature allows all Sales Consultants to save customer contact details. When a customer is saved to the Customer Address Book QuoteCloud will automatically complete customer details when creating sales quotes.