Tracking Quotes
Submitted a quote recently and want to track its progress? Too easy. All your open quotes can be tracked on your Account Dashboard. After clicking the Account Menu button at the top right of the screen, you have 2 options for tracking the status of your open quotes:
- Click "My Dashboard" at the top of the menu.
- Click "Track Quotes" in the menu options.
Both of these will navigate you to the My Dashboard screen. From here, you can track the status of your quote by:
- Selecting "Quotes" from the top bar menu.
- Selecting "Open" to display all your open quotes.
If you aren't able to find the quote you're trying to track, check the Expired or Closed tab, or enter your quote number into the Quick Search Bar above in the dash screen.