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Customer Viewing Lost Quote Alert

How to immediately re-engage Lost customers

Carmela Fermin avatar
Written by Carmela Fermin
Updated over 2 years 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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