Last month, we told you about a convenient new feature in Quote™: the ability to easily access and target customers you recently missed in the service lane. And now, you can take this functionality even further by accessing it through Quote’s main dashboard – all you have to do is click on the Campaigns graph.
Do more straight from your dashboard
Click any part of the Campaigns graph on the dashboard to instantly dive deeper into crucial customer engagement details.
Quickly view your campaign data and take action by re-targeting customers with a campaign, taking a closer look at your results in a list view or exporting this data straight to your CRM.
This new functionality is designed to supplement the existing functionality and give you faster, easier access to your profit opportunities. If you’d like more information on this new feature, please reach out to your Performance Manager.
Customer Only | DATE 01, 2019