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Customer Viewing Lost Quote Alert
Customer Viewing Lost Quote Alert

How to immediately re-engage Lost customers

Customer_Success avatar
Written by Customer_Success
Updated over a year ago

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

How the Lost Consultation Alert Works

You can see an example of the email alert below.

Subject: Accessing Lost Consultation Alert

Example Alert Email:

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