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Distribution Groups

ISQuote allows users to create/save/replace a distribution group.  Once you have initially made your customer selections from the Broadcast Quote page click > Create Contact Group.  This will save your group for later use.  Additionally you can Replace your current group with a new group or simply add a contact to a group.

To select a saved group, use the drop down in the Broadcast Selection header.




See also

Add New Quote
Add Items and Notes to a Quote
Add Items on the Fly
Generate and Send a Quote
Broadcasting Quotes
Copy a Quote
Add a Customer on the Fly
Override Quote Pricing
Renumbering Lines
Adding Footnotes to a Quote
Export Quote To Excel Format
Quote Formatting
Print Email and Faxing Quotes Shortcuts
Quote Distribution Records