When sending a lot of quotes, it's important to keep up to date with their status, if the customer has seen it and what to do next.
We provide you with all of this information in an activity summary on each quote.
To find the activity summary & learn if your quote has been read, follow the instructions below:
Desktop
In the main menu, open Quotes
Identify the quote you're looking for by browsing your sent quotes or using the search bar
Click into the quote to see more information
On the right hand side, you will see the Event details panel. At the top of this panel, you will see Activity
5. Click Activity. This will open a drop down detailing all of the recent activity on the quote.
It will start with the time you sent your quote. Followed by whether the customer has viewed or replied.
Mobile
In the main menu, open Quotes
Identify the quote you're looking for by browsing your sent quotes or using the search bar
Click into the quote to see more information
Using the two tabs at the top, switch to the Event details tab
In the top left of this tab, you will see Activity.
Click Activity. This will open a drop down detailing all of the recent activity on the quote.
It will start with the time you sent your quote. Followed by whether the customer has viewed or replied.