Email Quote
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Hello,
I sent a quote to a client with IO. When I clicked on the link in my email, I get a that the link is an invalid link or your quote has expired. Why is this happening?
Hello,
I sent a quote to a client with IO. When I clicked on the link in my email, I get a that the link is an invalid link or your quote has expired. Why is this happening?
What is the lead # for this customer?
What is the lead # for this customer?
Ok so you’ll have to dumb it down for me bc this is basically my first customer and someone who came to my front door bc they saw the inflatables in my front yard. At this point what do I need to do to have him see a quote? What do I need to do in the future to send quotes? And when I send a quote, what do they see exactly? Do they click on something to have it turn into a contract or is it better just to have the client in “contracted” status and email a contract? Thanks for your help.
Ok so you’ll have to dumb it down for me bc this is basically my first customer and someone who came to my front door bc they saw the inflatables in my front yard. At this point what do I need to do to have him see a quote? What do I need to do in the future to send quotes? And when I send a quote, what do they see exactly? Do they click on something to have it turn into a contract or is it better just to have the client in “contracted” status and email a contract? Thanks for your help.
Since you entered this on your end and not the customer end you would have needed to manually send this customer a quote from the email instead of the contract, or if they wanted a contract immediately you would have need to manually change the lead status to Contracted and manually send the contract to the customer to sign and pay.
Since you entered this on your end and not the customer end you would have needed to manually send this customer a quote from the email instead of the contract, or if they wanted a contract immediately you would have need to manually change the lead status to Contracted and manually send the contract to the customer to sign and pay.
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