Estimate Activity Tracking
Estimates help you move prospects into completing purchases and becoming customers. However, they are not an activity that you do alone. So, to help you keep track of views and changes we’re glad to introduce live Estimate activity tracking!
⭐️Why Is This Feature Beneficial To Your Company?
Improved Accountability: Follow along the acquisition journey, easily monitoring your team’s actions and ensuring contact is made as needed moving customers forward.
Closure Rates: Use the insights provided by activity tracking to re-engage customers and create touch points when doubts arise, converting repeated views into conversation points and increasing conversions.
Contact Simplified: This helps simplify the editing process and increase the effectiveness of your updates by using the activity logs as an easy way to notice when modifications are needed.
⭐️How To View The Estimate Activity Tracking?
Navigate to the Estimates tab inside the Payments section.
Look for the Estimate you want to check and click the three dots icon next.
Select View History to open the logs.
All actions will be color-coded on the right drawer.
Access to the detailed history of changes will improve your acquisition rates. Helping you monitor your team's performance, and improve the customers' experience.
