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Step 1: Click Quotes on the sidebar menu. On this page, you’ll see quotes details
Step 2: On the status column, click on the status and open the list of available statuses
Step 3: Update the status
Mobile
Step 1: Tap on Quotes More on the bottom bar menu and select QUOTES
Step 2: Find the quote and click on it to edit the QUOTE
Step 3: Tap on EDIT QUOTEStep 4: On the edit quote page, tap on Status, then select a statuson status on the right of the quote page and change
Note: Continue to keep the quote status as "Active" will trigger quote follow-ups if the automatic quote follow-ups function has been turned on.
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Step 1: On the quotes list page, hover over a quote
Step 2: Choose SMS or Email from the action icons
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Mobile
Step 1: Tap on Quotes More on the bottom bar menu and select QUOTES
Step 2: Find the quote
Step 3: Tap on the three dots to EDIT QUOTE
Step 4: Choose Donesend button on the top right corner to select send options, then click Send
How to change the settings for quote follow-ups?
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The settings for quote follow-ups can be found by going to the Setup > Client SettingsSettings > Auto Follow-Ups.
Under the section Quote Follow Up, you can find the settings for quote follow-ups. This is where you can turn this feature off/on by clicking the tick boxes and choose when the reminder is sent out.
If the quote follow-up function is enabled, automatic follow-ups are sent to prospects whose quotes are in the "Active" status. Updating the quote status to “Accepted”, “Rejected”, “Cancelled”, and “Expired” can cancel the reminder for an individual quote.
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