ACCOUNTS | Visibility of clicking on a quote.

Summary:

Implement a feature that tracks and reports the number of times a client clicks on a quote, providing visibility through notifications or reports.

Intended Outcome:

Enable users to monitor client engagement with quotes by tracking click activity and generating notifications or reports.

Benefits:

• Enhanced Insight: Gain valuable data on client interaction with quotes.

• Improved Follow-Up: Allows for more informed follow-ups based on client engagement.

• Better Analytics: Provides metrics to assess the effectiveness of quotes.

Preferred Solution: Develop a tracking mechanism for quote clicks, with options for generating reports and sending notifications based on client interactions.