Viewed proposal tag
R
Ryan Canterbury
It would be very helpful if there was a tag on the opportunity card to let you know if a proposal has been viewed. Typically if it hasn't been viewed in a few days we know it went to spam, so we could follow up with out having to open each opportunity and go into the proposal analytics.
H
Hemanth Kumar
Hi Ryan,
Thank you for sharing this request with us.
We are now displaying the proposal "Viewed" tag for the opportunities in both the Kanban and the list UIs. Also, the "Viewed" tag will appear in the quote list when the customer views a proposal.