New Improvement for Manufacturers: Adding Contacts to Proposal

Who Gets It: Manufacturers

What Is It: We added a new section “Contact info” situated right below the proposal details in the third step of creating a proposal.

How It Works: To add a new contact, simply click on the button in the right-hand corner and fill in the contact details.

To view more contact details, update or remove the contact, simply expand it by clicking on it.

Why It Matters: When in the proposal, manufacturer users find it necessary to be able to add one or more contacts into the proposed project. These contacts are usually outside of the dealer company manufacturers work with, so each contact should support: name, email, phone, and a note.