We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. You can include the proposal link inside the email template and let your cus...

New Contact To create new customer contact, open the customer profile in the admin area that you want to create the contact the...

If you dont want to give permission VIEW for staff member to be able to see all customers you can assign staff member as admin to specific customer/s. Go to the customer profile from the admin area and click on the ...