Sample View: Emailed Quotes that have Not Been Viewed by customer
It's useful to know which emailed quotes have Not been viewed by potential customers.
- Select Quote::View Quotes
- Click Options...
- Clear unwanted filters and click Add Filter...
- Create a CG Quote Field filter where Quote Status is Active. Click OK
- Click Select Fields... and select Email Viewed Date, plus any addition fields you wish to display. Click OK
- Click the Email Viewed Date column header to sort by that column
- optional Click Save View... and provide a name such as "Unviewed Quote Emails"
View of Active Quotes where Email has Not been Viewed
Drilling into a single Quote to see why the email hasn't been viewed (Status can be Sent or Bounced - where bounced means the email address was undeliverable over a long time