Engage: When a Client Clicks ‘Request a Quote’
- Jamie Dottavio (Unlicensed)
Owned by Jamie Dottavio (Unlicensed), created
Last updated: Nov 11, 2022
Sales
Understand why you’ve received (or will receive) a ‘Request a Quote’ email.
Clients with access to the Engage catalog will have the option to click a ‘Request a Quote’ button when hovering on a course icon, sending off an email!
Our product sells itself when a client browsing through our catalog wants to ‘Request a Quote’!
Instructions
1. You’ll receive an email looking like this:
2. Salesforce will record that client requested a quote.
3. Since you have the information on the desired Course and the client’s contact email, you can compile the needed information and pursue the sale!
Are you interested in what steps the client perspective of this process? Check out Engage: Client Perspective of 'Request a Quote'
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