Creating Guest Accounts

You can easily create Offline Accounts, in either your Quoting Portal and your Dashboard.

Through the Quoting Portal

When in your Quoting Porta click on drop-down menu for Account. This will then give you the option to add an account where you will be asked fill in information regarding the new account. When you are finished adding the correct information you can confirm the addition by selecting Create at the top of the form.

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Through the Dashboard

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When in the Dashboard begin by clicking on the Accounts option. This will give you the option to add a new account which has the same format of filling in the necessary information as the way it was done through the sales domain method.

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This page also gives the option to edit any of your current account’s information by clicking on the pen icon beside the name of the account as well as a delete option if you wish to remove any of your accounts.