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Assign Sales Quote without assigning Contact company

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Posted on by Community Member Microsoft Employee

How can you remove the requirement to assign a contact company to a contact before creating a Sales Quote record?

We very rarely sell to a customer that is with a company (B2B) - almost all of our sales are B2C - and it is extremely time consuming and redundant to have to create 2 contact records (one a person, and another a company) for each customer.

Thank you.

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Community Member Microsoft Employee on at

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RE: Assign Sales Quote without assigning Contact company

Perfect, that did the trick - thanks my guy!
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MahGah 15,419 on at

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RE: Assign Sales Quote without assigning Contact company

Hi

You can automate creating contact when you create Customer. Please see this video

www.youtube.com/watch
Community Member Microsoft Employee on at

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RE: Assign Sales Quote without assigning Contact company

Thanks for the suggestion Josh. Would that mean setting up a single Contact named something like 'Customer' and type of 'Company'?

Ideally we would only have to create Customer records, have the contact automatically created and assigned, and have the Company value of each contact automatically assigned to some generic, shared record.
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JAngle 33,155 on at

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RE: Assign Sales Quote without assigning Contact company

Why not have a generic customer record for all contacts to be part of? Very common for companies using BC for b2c e-commerce to do this. It has other use cases too though