Import Client data
Deals, Quotes, Invoices, Purchase Orders, all need to be linked to a
Company, i.e. the Client to which the document relates.
The
Client information will be displayed in the PDF export of the document, and used to send the document by email.
It is therefore useful to set up the database of your Clients, i.e Companies and the associated Contacts, before starting to use the Sales app.
You can easily
Import your Contacts and Companies in the Contacts app, by uploading a CSV or Excel spreadsheet.
