Incoming requests
Public quote requests land in the website workspace and the configured sales path. Open the request to review customer contact details, product interest, and the site source before creating follow-up work.
Respond deliberately
- 1Confirm the request is legitimate and within the service area.
- 2Assign the correct owner.
- 3Create or connect the company and contact when appropriate.
- 4Start a quote or task from verified details.
- 5Record the follow-up outcome.
Website analytics
Website analytics summarize supported site activity. Treat them as directional product data; they do not prove that every anonymous visitor became a known customer or that an external campaign caused a sale.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.