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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. 2Its opportunity in the pipeline moves on its own: when the client opens it, it goes to the «Proposal viewed» stage.
  3. 3If the proposal is for a client and had no opportunity, one is created automatically when you publish it, so the tracking is complete.
How do I know if the client has opened the proposal?

Consejo: When the opportunity moves to «Proposal viewed» that's the best moment to follow up — you can even automate it (see «automations»).

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