Data capture on unfinished quotes

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Steve Cowman

12 March 2015 08:57

If a direct client leaves half way through the quote without pressing finish, how can we collect the data to call and convert the sale? Our question set collects personal info on the first page - we would like a way of collecting this info should the quote not be finished.

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  Ed Halsey 12 March 2015 10:16

  http://support.admnetwork.com/entries/94882793-Resumable-Get-Quote-process-save-cache-all-answers-until-successful-quote-completion

  Steve - this solution is more from a client perspective than yours in terms of resumable get quote, but may offer some immediate assistance.

   

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