This panel provides key information about quotes that are on hold, rejected, and those that have been converted to sales, as well as billing over a given period.
Total quotes pending approval by the contact, in comparison with a previous period.
Total quotes rejected by the contact in comparison with a previous period.
Total amount of quotes approved by the contact compared to a previous period, shown over time.
Total of invoices issues compared to a previous period, shown over time..
Quotes per agent
This shows the status and total over a specified period.
This list shows information about the quotes initiated by each agent. This table displays valuable information for managers such as:
Date: the day the quote was created.
Agent: team member who created the quote.
Client: who requested the quote. When you click on each client, you'll be taken to the conversation they had with the agent.
Origin: which channel the client used to contact your company (Facebook lead ads, WhatsApp, website, etc.)
Status: on hold waiting for client response, rejected by the client, or confirmed sale.
Units: the number of products offered to the client.
Details: this field can be edited by the agent. They can add the product they quoted on, the number, and total value. Ex: 3 recliners for a value of $3000.