If it’s a new customer, click the Add New Customer button to get started.

Alternatively you can click the pencil icon to edit any of your customers or view their notes.

If it’s a new customer, enter all their details as shown on the screenshot. There’s also a notes field that’s only for your use – you can add anything in here, only you will have access to this.

Once you have filled in all of the details, you can click ‘Save and Create Quote’ which will take you straight to the new quote screen and automatically select this customer, or you can add another customer.