Dashbaord Lead event
Answered
Hi Team,
Can we adjust Shay’s dashboard view in the Leads > Event tab so that, by default, she only sees quotes that have not been sent out? By “not sent out,” I mean quotes that were never emailed to the customer or opened in the system. She should not see quotes that are already confirmed, booked, or otherwise completed.
The goal is for her to easily track and process only the quotes that still need her attention.
Let me know if this can be set up.
Thanks,
Sam
The same question
Please see the filter "Quotes not sent last 30 days" in Shay's account. This filter will only show leads created in the last 30 days, leads in a quote status, and leads that do not have an email containing the word "Quote" in the email template. Please take a look and let us know if this is helpful.
Please see the filter "Quotes not sent last 30 days" in Shay's account. This filter will only show leads created in the last 30 days, leads in a quote status, and leads that do not have an email containing the word "Quote" in the email template. Please take a look and let us know if this is helpful.
I can't find it. Would you be able to give all accounts access so that everyone can see it?
I can't find it. Would you be able to give all accounts access so that everyone can see it?
Ok it has been shared.
Ok it has been shared.
Thank you. I'm having trouble finding it. Would you be able to share a Lume video with me? I've been looking under Nicki's report and the other available options.
Thank you. I'm having trouble finding it. Would you be able to share a Lume video with me? I've been looking under Nicki's report and the other available options.
It is not listed as a report. It is a filter, so you will find it here:
It is not listed as a report. It is a filter, so you will find it here:
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