Click a contact to see their info — name, email, phone, address, and any tags. You'll also see every estimate you've already created for them, with the title, date, and status. From here you can edit any estimate or send it. To start fresh, click Create Estimate, give it a name when asked, and you'…
Click a contact to see their info — name, email, phone, address, and any tags. You'll also see every estimate you've already created for them, with the title, date, and status. From here you can edit any estimate or send it. To start fresh, click Create Estimate, give it a name when asked, and you're taken to the estimate editor. Everything stays linked to that contact in your CRM.