Contact Management in Kaseya Quote Manager | Scribe

    Contact Management in Kaseya Quote Manager

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    • 5 steps |
    • 26 seconds
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      Any Contacts you add here, will also appear in Autotask.

      Navigating to the Contacts List

      1
      In [[Organizations]], find the company you want to manage.
      In [[Organizations]], find the company you want to manage.

      Adding a Contact

      2
      Under Contacts, select [[Add]]
      3
      Enter the details, then press [[Save]].
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      This won't automatically invite the Contact, this will need to be done separately,

      Edit/Remove Contact

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      This won't make any changes to the Autotask Contacts.
      4
      Click on [[Edit Contact]]
      5
      Make your changes and [[Save]] or [[Delete Contact]]