Client Management How to Create a New Customer from a QuoteWerks Order
New Customer from QuoteWerks (continued)
5. The New Customer Setup form will be displayed. This form is divided into three data entry forms; Customer Information, Site Setup and Custom Fields. Each of these data entry forms will be covered below.
2043
Customer Information
6. The information defaulted into most of the Customer Information fields was brought over from the information entered on the quote within the QuoteWerks application. Review the information and make any necessary corrections to the data. When finished, press the Site Setup tab located to the right of the Customer Information tab.