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When does a new contact get created when using GoProposal?
When does a new contact get created when using GoProposal?
Contacts can only be created by using the "Add a new contact in Intuit Practice Management" button within GoProposal.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Contacts in Intuit Practice Management powered by Karbon won't be created by GoProposal unless explicitly added from the "Add a new contact to Intuit Practice Management" button. When clicking the button and filling out the details, the contact is created in Intuit Practice Management, available from the "Find a contact from Intuit Practice Management" drop-down and auto-populated in the Internal Details within GoProposal for fast creation of the proposal.

Furthermore, work in Intuit Practice Management won't be created by GoProposal until the proposal is finished, sent, signed, returned and marked as won by GoProposal.

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