Any Contacts you add here, will also appear in Autotask.

In [[Organizations]], find the company you want to manage.

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This won't automatically invite the Contact, this will need to be done separately,

This won't make any changes to the Autotask Contacts.

Make your changes and [[Save]] or [[Delete Contact]]

This guide provides step-by-step instructions on how to manage contacts in Kaseya Quote Manager. It covers searching for organizations, adding and updating contact information, and deleting contacts. If you are using Kaseya Quote Manager and need help with contact management, this guide is for you.

Contact Management in Kaseya Quote Manager

Navigating to the Contacts List

Adding a Contact

Edit/Remove Contact