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Building Proposals for Clients with Multiple Addresses
Building Proposals for Clients with Multiple Addresses

This article will explain how to change addresses for customers that may have multiple projects at different times or places.

Danielle Walls avatar
Written by Danielle Walls
Updated over a week ago

1. Click on New Proposal

Click on New Proposal

2. Click on Blank

Click on Blank

3. Choose the desired Contact

Choose the desired Contact

4. Change the Job Address to reflect where the current Job location

Change the Job Address to reflect where the current Job location

5. Click on Start

Click on Start

6. The Deal will now reflect the correct Job Address

The Deal will now reflect the correct Job Address

7. NOTE: The customer's main address will still display in their Contact information

The customer's main address will still display in their Contact information
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