Create a quote goal

When a quote is:

  • Sent = quote email is sent
  • Viewed = quote is viewed online
  • Declined = quote is declined
  • Accepted (Payment options unavailable) = accepted with no payment required
  • Accepted (Payment options available, will pay later) = accepted with payment required but pay later is selected by customer
  • Paid = quote is paid online

Will satisfy the "Quote status" goal, and the related sequence will begin

  1. Click and Drag a goal onto the campaign canvas


  2. Name your Quote goal


  3. Double-click to select the Quote status


Purchase Goal

  • A purchase goal (entry point) can also be triggered IF the quote being paid online includes the same product as the purchase goal (specific or any product)



Was this article helpful?
Thank you for your feedback!