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were gonna show you how to request a proposal or create a customer as a sales rep as you can see Im logged in as a sales rep it is essentially the same thing with in the solo system youll notice theres a couple different access points to get to the new customer creation screen the first one will be right here where it says new customer you can click on that or you can come into the hamburger menu on the far left side click on that customers create they will both take you to the same screen Ive got some test information already loaded up here youll notice that weve got the customer information on this side this will be name phone number email this information can be changed in real time on the proposal later so if you do make an error or you leave a number out of their phone number something like that you can fix that very quickly on another screen whats more important is to make sure this location information is correct because that is the location where we will provide the des
