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Quote Manager - Admin Guide

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Manage Quotes > View Quote Activity
  • Introduction To Quote Manager
    • Quick Start Guide
    • Login To Quote Manager
    • The Quote Manager Admin Console
  • The Home Screen
  • Manage Items
    • Add A New Item
    • Add Bulk Items
    • Edit An Item
    • Archive Out-Dated Items
  • Manage Customers
    • Add A New Customer
    • Edit A Customer
    • Archive A Customer
  • Manage Quotes
    • Generate A New Quote
    • Answer Feedback And Process Quotes
    • Set A Reminder
    • View Quote Activity
    • Archive A Quote
  • Manage Quote Templates
    • Create A New Quote Template
    • Remove A Quote Template
  • Settings
    • Personal Settings
    • My Company Settings
      • General Settings
      • Quote Appearance Settings
      • Quote Parity Settings
      • Quote Currencies Settings
      • Configure Email Templates
      • Configure Company Settings
      • Configure Tax Rates
    • Configure Integrations
  • Reports
    • Top Statistics
    • View Revenue Statistics
  • About ITarian

View Quote Activity

 

The 'Quotes' interface shows interactions between your team and your customers.


View activities on a quote

    • Click 'Quotes' in the left-hand menu
    • Click on a quote name to open it's details page:



      • Click 'Show Quote Activity' at the foot of the page

      The activities taken place on the quote will be displayed in chronological order.




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