Add A New Quote for A New Customer

If you receive a quote request from someone who does not appear to already be in your AGG SMART Customers section, you can create a quote for them and add them as a customer at the same time.

First, ensure that they do not already exist in the system by searching for their name, company name, phone number, postal address, whatever information you have, in the search bar at the top of the page (1). If this continues to yield no results, click Quick Quote (2) to open the quote pane on the right hand side (3).

The information you enter in the Firstname / Surname / Company / Tel section (4) will create a new customer in AGG SMART with those details, with this quote against them. Whatever you last attempted to search for will be automatically entered into this section.

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