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Customer Generated Quote Alert

Greg H. shared this question 8 years ago
Answered

Currently there is the email alert we get when a client generates a quote, signs contract, makes payment etc.


Is there a way to add an optional alert that we can set up on the back end for a quote that exceeds x.xx dollar amount.


Allow IO users to let the limit and allow the software to check the quote total and send a specific alert, text or something so we could react quicker for a quote of a specific dollar amount.


The reason i asked was , today i got a quote for 2.4 million dollars. well of course i know that was not right but at least i could have emailed her and been like ok what do you really want and lets get this fixed.


If this is not possible, maybe you could add to the quote alert email we get now, a quote amount line and show the total of the quote ...

Comments (2)

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Maybe the alert we currently get could say.. Quote generated for $ then the lead number


I don't know about everyone else but I pay particular attention to higher limit quotes befire I mess with a sno cone machine rental

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That's a good idea. I'll add it to the list. Thanks.

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