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📤 Sharing & tracking

How do I know if the client has opened the proposal?

  1. 1In «Proposals» you'll see the opens for each one.
  2. 2In the CRM, the opportunity shows its status (sent, viewed, accepted).
How do I know if the client has opened the proposal?

Consejo: When you see they've opened it, that's the best moment to follow up.

More in Sharing & tracking

How do I share a proposal (web and PDF)?›How do I let the client accept or book right from the proposal?›Does the client receive a legally valid confirmation document?›How do I create the traveler portal, invite the client, and what appears there?›Emails sent from the platform›

Still have questions? Write to us at hola@proposal.travel and we'll help.