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.
On hold
Total quotes pending approval by the contact, in comparison with a previous period.
Rejected
Total quotes rejected by the contact in comparison with a previous period.
Sales
Total amount of quotes approved by the contact compared to a previous period, shown over time.
Revenue
Total revenue on the period that you choose.
Quotes per agent
This shows the status and total over a specified period.
Quotes detail
This list shows information about the quotes initiated by each agent. This table displays valuable information for managers such as:
Agent: team member who created the quote.
Date: the day the quote was updated.
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.