This activity is used to specify contacts for the sales quotation. Click ‘+’ button in the Contacts section to open the
Add Contact dialog. In the first section of the
dialog, you can add all the contacts from header, related and other
accounts.
You can add / register completely new contact in the second
section of the dialog box by enabling the toggle button. You can connect the
entered contact person to the header account or any other relevant account
(e.g., to a related account ) by selecting
from the dropdown list.
You can enable Main Contact option if the current record is the main contact for the sales quotation.
As a result of this activity, new contacts are added both to the the sales quotation and to the account.