Manage Quotes with Prospects

admin

2 min read

Updated: November 30th, 2021

Where can I manage the quotes sent to my prospects?

1. To view the quotes associated with your prospects, go to the ‘Prospects’ section.

2. Choose the Prospect profile under the Prospects List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the prospect data, or just select the prospect profile from the prospects list.

3. Click on the ‘three-dot’ icon or known as the ‘kebab’ button. Click on the ‘Quotes’ tab. On the Quotes tab, you can find the quotes sent to your prospects.

4. To add more quotes associated with your prospects, click on the ‘+CREATE’ button.

5. Fill out all the necessary quote details and click on ‘NEXT’.

6. Select a Template from our available template selection. Once done, click on ‘SAVE QUOTE’.