QuoteBolt|Knowledge Base

Managing Contacts

Add and update customer contacts from Contacts, or while creating a quote.

1 min read

Add the people you work for as contacts so quotes, jobs, and invoices stay tied to the right customer.

Create a contact

  1. In the sidebar, open Contacts.
  2. Click Create Contact.
  3. Fill in the form:
    • First Name and Last Name (optional)
    • Email and/or Phone — you need at least one
    • Optional Lead Source, Company, and Notes
  4. Click Create Contact to save.

You can also add a contact while you create a quote — search for someone new and save them as part of that flow.

To change a contact later, open it from Contacts, edit the fields, and save with Update Contact. The detail page also shows related companies, properties, jobs, and quotes or invoices at a high level.

What happens next

  1. Managing properties
  2. Managing companies
  3. Send your first quote

Good to know

  • Names are optional; QuoteBolt requires an Email or a Phone.
  • There is no billing address field on the contact form.
  • Link a contact to a company with the Company field when they work for a business.