5. Quotes - Last Viewed-On Feature
Learn about how to utilize the last viewed on feature to follow up on sent quotes and foster strong customer relationships. See the number of viewers, total views, and the dates of these views.
Start by navigating to your Outstanding quotes tab from the Quotes Page. Under the Last Viewed column, displays the last time the digital quote was viewed. Click on this to see the total breakdown of views on your quote. Here you have visibility on each time the quote was viewed and the number of viewers/views. Hover your mouse to get more details on each day.
With this tool and data, you can make the decision to follow up with your customers. Click re-send quote; this will generate the quote-send email template that you can edit directly on this page!