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Lost Consumer Page

How will consumer view a Lost proposal

Christian Sierra avatar
Written by Christian Sierra
Updated over 2 years ago

Once you mark a proposal as Lost on your end, your customer will still be able to access the link you shared.

But they will only see just enough to help them reengage with your company and avoid resending the quote to, let's say, competitors.

Here is what they will see:

  • Company Information

  • Presenter's Contact Info

  • Company's Contact Info

  • A title: Currently Unavailable

  • A message: "This proposal is no longer valid. Please reach out to the contact below for more information."

Example of a Consumer view of Lost:

When the consumer views this page, the person assigned to this proposal (presenter) will get an email alert. So you can take an action to reengage that customer immediately!

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