Tracking Leads: Mastering Proposal Success

In today's data-driven landscape, having access to abundant information significantly improves your chances of success. This will provide users with the ability to track a variety of statuses, including acceptance, declination, Sent remainder, expiration, and more.

Where can I find proposal tracking for my lead?

• In the side navigation menu go to the Lead Manager

• Choose the specific lead to whom you want to see the analytics .

• Once selected, you'll be directed to the lead's page, where you'll find the proposal option.

• On this page, you'll find a list of the proposals you've sent. Clicking on each proposal will allow you to view its status.

If you do not know how to send the proposal  click here

Proposal Tracking

Status

Opened

When the proposal email is opened by the lead, you'll be notified that the email has been opened. 

Viewed 

Similarly, when the proposal itself is viewed by the lead, it will be marked as "viewed".

Sending Reminders Manually:

1. By clicking "send reminder", you can manually send a reminder email to the lead.

2.  After sending the reminder, you can track whether the email has been opened and whether the proposal has been viewed.

Expired Proposal:

1. If the proposal expires, it will be marked as "expired".

2.  In this case, you have the option to resend the proposal to the lead.

Alternatively, if you wish to establish a default expiration for all leads, click here to learn how to do so.

Resending Proposal: 

Resending the proposal is possible under two conditions:

1. If it has expired.

2. If edits have been made to the proposal.

Once you opt to resend the proposal, the previous version sent to the lead will be disabled.

Accepted Proposal: When a proposal is accepted, it will be marked accordingly, any signatures from the lead will be reflected in this section. 

Declined Proposal: If a proposal is declined, you'll be able to view the reason for the decline in this section.

How can you modify the proposal after it has been sent to the lead?

1. Click edit icon to access the proposal for editing.
   

2.  After making the necessary changes, you'll need to resend the proposal. 

3. The previously sent proposal will be disabled for the lead.

4. After a customer accepts a proposal
5. The proposal can no longer be edited.

In summary, the proposal tracking feature in the Lead Manager provides a streamlined way to monitor the progress of proposals sent to leads. From initial email opens to final outcomes, such as acceptance or declination, users can efficiently manage their proposals and make informed decisions based on real-time data.

Track with Joy, Succeed with Ease.