‹ Suite · Repeat CustomersRepeat Customers
Your repeat clients & frequent flyers. Type a name to pull up a saved customer — or pull someone straight in from your GHL leads.
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← Pick a customer to see their profile and quote history.
Type a name in the search box to pull someone in from your GHL leads.
Type a name in the search box to pull someone in from your GHL leads.
New contact
A person you work with — a repeat client or anyone calling with a scenario.
Log a quote / scenario
Capture what they wanted and the quote you sent. It stacks onto their history.