Managing Customers

Your customer database in WellQuote makes quoting faster. Instead of typing customer details every time, just select them from your list.

Adding Customers

To add a new customer:

1. Navigate to Customers in the sidebar
2. Click Add Customer
3. Fill in the customer details:
   • Company Name: The business name
   • Contact Name: Your primary contact person
   • Email: Where quotes will be sent
   • Phone: Contact number (optional)
   • Address: Billing/shipping address (optional)
4. Click Save

Customer Details

Each customer can have:

• Multiple contacts - Add more people from the same company
• Custom fields - Track industry-specific information
• Notes - Internal notes your team can reference
• Quote history - See all quotes sent to this customer

Finding Customers

As your customer list grows, use these features:

• Search - Type any part of the company or contact name
• Filter - View customers by status (active, inactive)
• Sort - Order by name, last quote date, or total quoted

Importing Customers

Have an existing customer list? Import it:

1. Go to Settings → Import
2. Select Customers
3. Upload your CSV or Excel file
4. Map your columns to WellQuote fields
5. Review and confirm

See Import Guide for detailed instructions.

Customer Insights

WellQuote tracks useful information for each customer:

• Total quotes sent - How many quotes you’ve created
• Total value - Combined value of all quotes
• Win rate - Percentage of accepted quotes
• Last activity - When you last quoted them

Tips for Customer Management

• Keep contact info current - Avoids bounced emails
• Add multiple contacts - Different people for different projects
• Use notes - Record payment terms, preferences, or history
• Review inactive customers - Reach out to customers you haven’t quoted recently