Quote pipeline allows you to set your own pipeline before a quote is considered won or lost. For example, if you want to have 3 follow ups with the clients after a quote is generated before marking a quote as won or lost, you are able to create your own quote process using the quote pipeline.
1. Start by clicking Quotes → Quote Pipeline.
2. Each quote generated in Ascora will automatically appear on the first column as indicated in the print screen below. This will give you the total value of the quotes you have generated to date under each phase. Further break down below shows:
- Phase days: The number of days this quote has stayed in this phase
- Total days: The number of days this quote has stayed in the system since it was created
3. Add a new quote pipeline phase by selecting Add Quote Pipeline Phase
4. Rename your quote pipeline phases based on your quote process. When you placed your mouse on the right-hand side of each column, the edit and delete icon will appear.
5. Once you have done your first follow up, drag the quote to the next column as needed for the next phase of action in your follow up quote process.
Reference Note: Quote pipeline is an extension to your quotes so you are able to add a process to follow prior to a quote being won or lost.
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