Leads - Error

Richard Just shared this question 21 months ago
Need Answer

We had a lead phone and say she couldn't finish a quote.

When we searched leads, she wasn't in there as a completed quote however when we typed in the details of the contact, it brought up their details.

At what point, does the system cut off? ie. between a lead entering their details but not finishing a quote so it shows at our end either in the system or as an alert?

In this case, it was the details from lead 3954235

Comments (1)


When the contact form is filled out from the quote request page, even if they don't select dates or rentals if they click Get Quote it will create a customer profile in IO with the contact form information. We do not have an alert setting for customer profiles being created but when a quote is completed and they have all the fields entered when they click Get Quote you will get an email alerting you of the new quote.