Quote Details

To view the details of a quote, you must first access the quote by one of the following options.

1. Head to Menu > Quote > and select the status that the quote should be in.  Next, click on the quote ID and select "View"

2. Head to Menu > Quote > and select the status that the quote should be in. Utilizing the search bar, input the quote ID or the any details of the quote that your shipper can provide you should you be on a live call.

Main Details

In the fields found below, you will find all the important details of the quote.

Prospecting Tools

In the following fields, Cronetic allows you to store notes and messages for the specific quote.  This is helpful for future references, communication within the team, and notifying the shipper should they look for updates in their portal.

You can also schedule a follow-up reminder in My Tasks.  By saving a new task here, you will get a notice on your dashboard when the scheduled date and time arrives.

Quote History and Email Tracking

In the fields below, you can backtrack on all actions made to the quote.  

Quote History - Shows you a timeline of every update and changes to quote from the time it's been created to it's current state.

Original Email - If the quote originated from a lead source, here you will find the details provided by the lead source.   This is a good way to confirm that the details populated on Cronetic correctly.   Should you find any discrepancies, please reach out to our support team promptly.

Previously Sent Emails - Shows a record of manually