To better manage your day to day customer interactions, set up automatic reminders that give you a heads up when to send a quote to a customer or when to follow up on a quote. Additionally, get an overall picture of your activity with our weekly email report, showing this week's activity against your activity from the week before.
Locate your notification preferences in 'My profile' under your username in the top right corner of your site.
Choose from the three notifications offered.
Draft quote - An email will be sent to you if you have saved a quote but have yet to send it to a customer.
Pending quote - An email will be sent to you if you have sent a quote to a customer but have yet to mark it as Secured or Lost.
Weekly email reports - An email will be sent to you every Sunday showing your progress over the previous two weeks in the following areas: Rate quotes, Spot quotes, Quotes value, Secured quotes, and Secured value.
These notifications can be turned off at any time.