A Quote status goal can be achieved when a quote is:
- Sent = quote email is sent
- Viewed = quote is viewed online
- Accepted = quote is accepted
- Click and Drag a goal onto the canvas
- Optional: Double-click the name below the icon to customize it.
- Double-click to select the Quote status
- Click Save
Pro-Tip!
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)
