Goals - Quote Status

This article applies to:

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 

  1. Click and Drag a goal onto the canvas
  2. Optional: Double-click the name below the icon to customize it.
  3. Double-click to select the Quote status
  4. Click Save


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)